Sr. Professional, Client Account Services

412181101 CoreLogic Credco, LLC; San Diego (CA); On-site; USD 73,700 - 99,600; Full time

Benefits offered by this job

Generous PTO

Paid parental leave

401(k) with company match

$400 annual well-being stipend

Tuition assistance up to $5,250

Job summary

412181101 CoreLogic Credco, LLC in San Diego is seeking a Client Manager to serve as the primary contact for clients, ensuring smooth onboarding and effective communication. The ideal candidate has at least 5 years in a client-facing role and a deep understanding of the mortgage industry.

This role offers a competitive salary range of $73,700 to $99,600 annually, generous PTO, health benefits, and a 401(k) with company match.

Qualifications

• Typically requires a Bachelor’s degree or equivalent work experience.
• At least 4 years of Mortgage Industry background or comparable experience.
• At least 5 years in a client-facing or account management role.

Responsibilities

• Serve as the primary point of contact for assigned clients.
• Lead performance meetings and manage client relationships.
• Understand clients' operations to enhance services.

Skills

Client management

Communication skills

Technical expertise

Customer service

Education

Bachelor’s degree or equivalent work experience

Job description

Responsibilities

• Serve as the primary, single point of contact and subject matter expert (SME) for day-to-day administration and escalation of complex issues for assigned clients.
• Perform all necessary setup steps on internal systems to transition new clients smoothly, while driving milestones for strategic onboarding projects.
• Establish and lead regular performance meeting schedules (monthly, quarterly, etc.) with all levels of client management, including department heads and executives, and lead sections of Client Advisory Council meetings.
• Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue.
• Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.
• Act as the client-facing SME for technical projects, participating in demos and coordinating user testing for new or enhanced system features.
• Act as an administrative and operational resource for less-experienced team members by assisting with coaching, onboarding training, and leading team discussions on specialized industry topics.

Qualifications

• Typically requires a Bachelor’s degree or equivalent work experience.
• At least 4 years of Mortgage Industry background, credit client space, or comparable industry experience.
• At least 5 years of experience in a similar client-facing or account management role.

Pay Range

Annual Pay Range: 73,700 - 99,600 USD

Benefits

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more.

Equal Opportunity Employment

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace.