Sr. Professional, Client Account Services

Cotality; San Diego (CA); On-site; USD 73,700 - 99,600; Full time

Benefits offered by this job

Generous PTO and 11 paid holidays

Up to 16 weeks of fully paid parental leave

401(k) with company match

$400 annual well-being stipend

Tuition assistance up to $5,250

Recognition Rewards and exclusive discounts

Job summary

Cotality, located in San Diego, CA, is seeking a Sr. Professional for Client Account Services. In this role, you will be the primary point of contact for clients, ensuring smooth onboarding and ongoing engagement.

You will collaborate with internal teams, lead performance meetings, and mentor less-experienced staff. The ideal candidate has a strong background in the mortgage industry and extensive experience in account management.

Generous benefits and support for work-life balance are offered, including PTO, parental leave, and wellness programs.

Qualifications

• At least 4 years of Mortgage Industry experience.
• Minimum 5 years in a client-facing or account management role.

Responsibilities

• Serve as the primary contact for client administration.
• Perform setup steps for client onboarding.
• Lead regular performance meetings with clients.
• Deeply understand clients' operations for service enhancements.
• Collaborate with cross-functional teams for issue resolution.
• Act as SME for technical projects and user testing.
• Mentor less-experienced team members.

Skills

Client Engagement

Relationship Management

Cross-Functional Collaboration

Technical Project Coordination

Education

Bachelor’s degree or equivalent work experience

Job description

## Sr. Professional, Client Account ServicesApplylocations: San Diego, CA: Dallas, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: REQ19013At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.**Job Description:*** **Single Point of Contact:** 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.* **Onboarding & Implementation:** Perform all necessary setup steps on internal systems to transition new clients smoothly, while driving milestones for strategic onboarding projects.* **Client Engagement & Audits:** 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.* **Relationship & Process Optimization:** 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.* **Cross-Functional Collaboration:** 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.* **User Acceptance Testing (UAT):** Act as the client-facing SME for technical projects, participating in demos and coordinating user testing for new or enhanced system features.* **Team Mentorship:** 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.**Job 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 is required.* At least 5 years of experience in a similar client-facing or account management role.**Annual Pay Range:**73,700 - 99,600 USD**Application Window:**This opportunity is expected to remain posted through the date identified below, subject to business needs.**Thrive with Cotality**At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.Highlights, depending on role classification, include:* 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!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.