Strategic Mortgage Account Manager

Data-Verify; Chesterfield (MO); In loco; USD 55.000 - 80.000; Tempo pieno

Descrizione del lavoro

Data-Verify is seeking an Account Manager to champion client relationships, drive revenue growth, and deliver exceptional customer experiences across the client lifecycle. You will manage onboarding, provide training, and collaborate cross-functionally to identify expansion opportunities while ensuring satisfaction.

The role requires strong communication, organization, and the ability to thrive in a fast-paced environment. Proficiency in MS Office and CRM systems is essential.

Competenze

• High school diploma or equivalent.
• Exceptional written and verbal communication with clients and management.
• Strong organizational and time management abilities.
• Ability to thrive in fast-paced, dynamic environments.
• Excellent teamwork and cross-functional collaboration.
• Proficiency in MS Office and CRM systems.
• Strong analytical skills with attention to detail.
• Experience with or willingness to learn AI tools.

Mansioni

• Maintain and strengthen client relationships through proactive communication and planning.
• Collaborate with Sales to identify upsell opportunities and revenue growth.
• Lead onboarding for new accounts to ensure smooth implementation.
• Deliver product/service trainings via webinars and presentations.
• Work with Risk to evaluate client portfolios and provide guidance.
• Address client concerns with timely, satisfactory resolutions.
• Create presentation materials for webinars and meetings to drive engagement.
• Stay updated on mortgage industry compliance and trends.
• Analyze client data to identify service improvements and growth.
• Maintain accurate client records in CRM and reporting systems.

Conoscenze

Written communication

Verbal communication

Organizational skills

Time management

Cross-functional collaboration

CRM systems

Microsoft Office

Data analysis

AI tools exposure

Formazione

High school diploma

Strumenti

CRM systems

Microsoft Office

Descrizione del lavoro

Data-Verify is seeking an Account Manager to champion client relationships, drive revenue growth, and deliver exceptional customer experiences across the client lifecycle. You will manage onboarding, provide training, and collaborate cross-functionally to identify expansion opportunities while ensuring satisfaction.

The role requires strong communication, organization, and the ability to thrive in a fast-paced environment. Proficiency in MS Office and CRM systems is essential.