Remote Client Experience & Operations Coordinator

Allied Solutions, LLC; United States; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Company-paid life and disability

401k with company match

3 weeks PTO

Job summary

Allied Solutions is seeking a Client Experience Coordinator to deliver urgent, accurate client servicing and data entry. You will immediately contribute by leveraging prior client servicing experience and working closely with internal teams to ensure client needs and expectations are met.

Approximately 80-90% of the role is data entry, with 10-20% focused on problem solving and process improvements, requiring strong communication, multitasking, and analytical thinking.

Qualifications

• 1-2 years of relevant experience preferred.
• Strong communication skills; both verbal and written.
• Be resourceful, detail-oriented, and self-motivated to resolve client servicing needs.
• Ability to work independently and take ownership of client relationships.

Responsibilities

• Client Servicing (70%): Act as primary client contact, maintain contact, handle calls professionally.
• Coach clients on best practices and product nuances; guide on using company sites.
• Present information to clients and internal staff; maintain client-specific business rules; prevent escalations.
• Data Analysis and Operation Processing (15%): Analyze loan indicators; provide strategic guidance to improve performance.
• Process and resolve client and field requests per compliance, reporting, and processing needs.
• Obtain and interpret data to create client stories with knowledge of billing processes and lender file processing.
• Review reporting for client portfolios; work with management on process changes.
• Maintain quality standards to reduce premium loss and handle quick issue requests.
• Navigate Process Definition, Lender Maintenance, and Reports on Demand.
• Mentor coworkers; assist with projects; multi-task across systems.
• Issue Resolution (15%): Coordinate with cross-functional teams; provide corrective action and clear client messaging.

Skills

Client servicing

Data analysis

Communication

Multitasking

Problem solving

Education

High School Diploma or GED

Associate's degree preferred

Job description

Allied Solutions is seeking a Client Experience Coordinator to deliver urgent, accurate client servicing and data entry. You will immediately contribute by leveraging prior client servicing experience and working closely with internal teams to ensure client needs and expectations are met.

Approximately 80-90% of the role is data entry, with 10-20% focused on problem solving and process improvements, requiring strong communication, multitasking, and analytical thinking.