Sr. Account Executive

First American; Fort Mill (SC); On-site; USD 89,000 - 118,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

PTO

Employee Stock Purchase Plan

Job summary

First American is seeking a seasoned Client Relations Manager to oversee mid-size to large clients in a loan servicing environment. You will strengthen client relationships, monitor portfolio health, and drive value through cross‑sell opportunities while coordinating with internal servicing teams.

The role requires 5+ years in servicing/subservicing, strong communication, and experience with risk management. A BS degree and knowledge of MS Office are preferred.

Qualifications

• 5+ years in progressive servicing/subservicing roles.
• Industry knowledge and understanding of client requirements.
• Excellent written and verbal communication skills.
• Strong ability to manage priorities and time.

Responsibilities

• Manage mid-size to large clients and complex portfolios.
• Analyze client structure, goals, and needs to identify cross-sell opportunities.
• Prepare and conduct monthly business reviews with clients.
• Monitor performance against contractual requirements and KPIs.
• Collaborate on contract changes and statements of work with revenue implications.
• Deliver clear global communication on incidents, changes, and company information.
• Address client concerns promptly or escalate as needed.
• Coach clients on reporting tools and fulfill ad-hoc reporting requests.
• Participate in management meetings and client trainings when required.

Skills

Client relationship management

Communication

Time management

Cross-functional collaboration

Prioritization

Education

BS Degree in business

Tools

Black Knight system

Job description

Who We Are

ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.

What We Do

Responsible for the advocacy and management of business-to-business client(s) in a loan servicing environment which includes providing the highest level of service to clients and their customers. Cultivate and maintain ongoing client relationships, optimize overall client satisfaction, and instill client confidence. Responsible for oversight of portfolio health and client performance. Interact with senior level staff, internal and external, to coordinate initiatives and projects and facilitate solutions with various internal/servicing teams. Manage multiple processes and projects and work with internal departments to develop and improve processes that have broad business impact. Partner with internal managers on client trends to ensure client satisfaction and adherence to contract and business rules, while managing company risk.

WHAT YOU'LL DO

• Generally, manages mid-size to larger clients and/or more complex clients which have larger portfolios with new products or requiring more intensity for oversight etc.
• Analyze and understand client and client's business structure, culture, goals and needs including future strategy across their enterprise and for servicing. Looks for cross sale and revenue generating opportunities
• Prepare and conduct monthly business reviews with clients to review FA performance delivery
• Monitors FA's performance against contractual requirements, Service Level Agreements and KPIs,resolving issues between client and internal operational units
• Work with client and internal business units on contract changes, change requests and statements of work documenting required activities and corresponding compensation representing revenue opportunities
• Deliver prompt and effective global communication relating to incidents, process changes, enhancements and overarching company information ensuring consistent messaging, client satisfaction and accuracy. Educate clients on company technology and processes
• Address client concerns in a timely manner or elevate if necessary
• Coach client on available reporting tools; fulfill ad-hoc reporting requests by creating and enhancing new and existing reports
• Client communications may involve participating in management meetings and discussions, creating and delivering business to business presentations, onsite client visits, and creating client training materials to assist internal business units

WHAT YOU'LL BRING

Knowledge, Skills & Technology

• Typically requires 5+ years in progressive servicing/subservicing roles
• Industry knowledge
• Black Knight system experience
• Generally, requires BS Degree in a business field or equivalent work experience
• In-depth understanding of company and client requirements
• Excellent written and verbal communication skills required
• Demonstrated ability to effectively manage priorities as well as effective time management.
• Strong knowledge of MS Office applications and title/escrow related software to create/update documents and spreadsheets containing formulas and formatting.
• Knowledge of required reporting tools
• Ability to speak effectively before groups of clients and management
• Strong attention to detail
• Strong client service skills to retain and build critical relationships
• Tenacity for solving detailed issues
• Experience with applicable business processes sufficient to communicate and consult with team members, clients, and management
• Experience with planning and managing large scale processes and projects with interdependencies
• Experience with risk management

Candidates selected for employment will be required to successfully co ermplete a background check, credit check as a condition of employment, where permitted by applicable law.

Pay Range: $88,850 - $118,450 annuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer

By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.