Client Management Director

🔥 23 horas atrás

🏄 California, Florida, +1 estados a mais – Remoto

🏄 California – Remote 🐊 Florida – Remote 🤠 Texas – Remote

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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Selene Finance LP

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2007

💸 Finanças

🏠 Imobiliário

Finance • Real Estate

A Selene Finance LP é um prestador de serviços de empréstimos especializados, renomada por seu desempenho excepcional na gestão de empréstimos hipotecários. A empresa oferece uma gama abrangente de serviços, incluindo administração de empréstimos, serviços de diligência e soluções personalizadas de títulos. Com forte ênfase no atendimento ao cliente, a Selene Finance fornece soluções sob medida para os mutuários, garantindo altos níveis de satisfação. É uma instituição de crédito justa de habitação operando em vários estados dos EUA, fornecendo recursos e expertise na indústria hipotecária.

Descrição

• Serve as the primary executive point of contact for assigned clients and foster long-term partnerships. • Understand client business objectives, operational priorities, and strategic initiatives. • Lead recurring business reviews, governance meetings, and executive-level discussions. • Manage client expectations and resolve escalated issues. • Identify cross-selling, upselling, and additional servicing solution opportunities. • Collaborate with Business Development and Executive Leadership on client retention and revenue growth. • Develop account plans aligned with client objectives and Selene's strategy. • Monitor industry trends, client challenges, and market opportunities. • Partner with Servicing, Default, Operations, Compliance, Technology, Finance, and other departments to ensure service delivery. • Drive continuous improvement using client feedback, operational metrics, and service performance data. • Ensure service-level agreements, contractual obligations, and performance expectations are met. • Oversee client onboarding and transition activities. • Develop client engagement and communication strategies. • Lead, mentor, and develop Client Relationship Managers and other client-facing professionals. • Establish performance objectives, monitor metrics, and provide coaching and feedback. • Support succession planning and talent development. • Ensure client interactions, reporting, and servicing activities comply with regulatory requirements, investor guidelines, contractual obligations, and company policies. • Work with Compliance and Risk Management to identify, escalate, and mitigate client-related risks. • Maintain accurate client documentation in CRM systems and reporting platforms.

🎯 Requisitos

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. • 8+ years of progressive experience in client relationship management, account management, mortgage servicing, financial services, or a related industry. • Demonstrated success managing complex enterprise client relationships and strategic accounts. • Strong understanding of mortgage servicing operations, investor requirements, servicing performance metrics, and regulatory expectations. • Exceptional communication, presentation, negotiation, and relationship-building skills. • Strong analytical and problem-solving abilities with experience leveraging performance data to drive decision-making. • Experience utilizing CRM platforms and client management tools. • Preferred: MBA or other advanced business degree. • Preferred: Mortgage servicing industry experience with banks, servicers, investors, GSEs, or subservicing organizations. • Preferred: Experience leading executive business reviews and managing C-level client relationships. • Preferred: Proven track record of revenue growth, client retention, and account expansion initiatives. • Preferred: Prior leadership experience managing and developing client-facing teams.

🏖️ Benefícios

• Paid Time Off (PTO) • Medical, Dental & Vision • Employee Assistance Program • Flexible Spending Account • Health Savings Account • Paid Holidays • Company paid Life Insurance • Matching 401(k) Plan