Remote Mortgage Servicing Account Specialist

Tech Sales Jobs; United States; Remote; USD 51.000 - 68.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k)

PTO / Paid sick leave

Employee stock purchase plan

Zusammenfassung

First American is seeking a Customer Account Specialist to manage relationships with assigned Specialty Markets clients, providing full service customer support from routine to complex issues. You will analyze needs, research issues, and recommend solutions while traveling to client sites as needed.

The role emphasizes collaboration with sales, delivering training, and potentially assisting with onboarding and post-sale activities.

Qualifikationen

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of directly relevant work experience, mortgage or insurance industry preferred.
• Proficient in Microsoft applications (Word, Outlook, Excel, Access, PowerPoint, Internet Explorer) and able to learn custom applications (Siebel, SWAN, PTS, A/R).

Aufgaben

• Perform trend analysis of issues and market conditions resulting in changes to product, policy and/or processes.
• Visit Client sites, visiting clients in their offices. These visits may result in additional sales, but the goal is customer contact, servicing, public relations, training, and retention.
• Partner with sales department, providing information and recommendations on customer needs
• Provide equipment/hardware/software installation
• Provide customer training/product demonstrations. Training involves determining customer needs, customizing and/or creating presentations/information to meet customer needs/applications, training delivery and checking for understanding.
• May serve as liaison to offshore customer service operations providing training to entry level customer service clerks, 2nd tier customer service resource; determine/provide significant input to policies and procedures.
• May provide technical support. Analysis of customer systems, troubleshoots problems, recommends solutions, coordinates fixes and resolves issues.
• May participate in sales function: Recommend and close sales enhancements/add-ons, Customer sign-ups/set-ups, Qualify customers, provide pricing plan, coordinate contracts, Work with sales person to close the deal, Participate in trade shows

Kenntnisse

Microsoft Office

Siebel

SWAN

PTS

A/R

Ausbildung

Bachelor's degree

Tools

Microsoft Office Suite

Jobbeschreibung

First American is seeking a Customer Account Specialist to manage relationships with assigned Specialty Markets clients, providing full service customer support from routine to complex issues. You will analyze needs, research issues, and recommend solutions while traveling to client sites as needed.

The role emphasizes collaboration with sales, delivering training, and potentially assisting with onboarding and post-sale activities.