Remote Senior Client Relationship Analyst

Carrington; Santa Fe (NM); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Healthcare plans

Discretionary 401(k) match

Employee discounts

Educational reimbursement

Referral bonuses

Training programs

Job summary

Carrington Mortgage Services is seeking a Senior Client Relationship Analyst to manage counterparty relationships within mortgage servicing. You will capture requirements, prepare investor presentations, and support servicing transfers, change management, and process improvements from a remote home office.

Role requires strong communication, analytical skills, and knowledge of mortgage servicing; collaboration with senior leaders and internal partners is expected.

Qualifications

• Solid understanding of mortgage servicing and operations.
• Proficient in MS Office, especially PowerPoint and Excel.
• Excellent verbal and written communication.
• Strong internal/external customer-facing skills.
• Familiarity with MortgageServ/LoanServ or comparable systems.
• Ability to analyze complex mortgage servicing topics.

Responsibilities

• Independently manage counterparty relationship(s) with limited reliance on management.
• Willingly accept and implement direction and strive to exceed departmental standards and operational goals.
• Maintain day-to-day operational relationships with external senior executives and internal partners.
• Maintains and track open deliverables within the department system of record.
• Provide frequent and periodic relationship briefings and status updates to senior management.
• Develop and facilitate investor presentations with internal and external senior management teams and follow up on any outstanding deliverables.
• Learn all aspects of the business process, key performance drivers, and operational report metrics for all counterparty relationships and ensure compliance.
• Gain expert knowledge of the operational systems and utilization within the business process.
• Gather and document client/investor servicing requirements and ensure compliance.
• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.
• Ensure required documents, approvals, and instructions are in place for relationship servicing.
• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.
• Analyze investor, prospective business plans, and service requirements to ensure compliance with contractual requirements.
• Ensure account documentation is up-to-date and accurate.
• Participate in project communications, training materials, and business procedures/documentation.
• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
• Assist with change management and process improvement.
• Analyze portfolio performance and recommend opportunities for improved service delivery.
• Evaluate process recommendations received from internal departments and determine appropriate corrective action.
• Propose solutions for any potential reputational exposure or related service issues.
• Maintain compliance with CMS policies and procedures.
• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
• Perform other duties as assigned.

Skills

Mortgage servicing

PowerPoint

Excel

Verbal communication

Client relations

Team collaboration

Project coordination

Attention to detail

Relationship management

Education

Bachelor’s degree in business, economics, finance or mathematics

Tools

MS Office Suite

Job description

Carrington Mortgage Services is seeking a Senior Client Relationship Analyst to manage counterparty relationships within mortgage servicing. You will capture requirements, prepare investor presentations, and support servicing transfers, change management, and process improvements from a remote home office.

Role requires strong communication, analytical skills, and knowledge of mortgage servicing; collaboration with senior leaders and internal partners is expected.