Senior Account Executive

🕒 5 days ago

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Logo of First American

First American

10,000+ employees

Founded 1889

🏠 Real Estate

💸 Finance

🏢 Enterprise

Real Estate • Finance • Enterprise

First American is a historical company that has been operating since 1889, evolving into a $9 billion organization with over 20,000 employees and more than 700 offices worldwide. The company provides a range of products and services that assist homebuyers, sellers, businesses, and investors in the real estate market. With a strong focus on employee engagement and culture, First American emphasizes innovation, technology, and community involvement, driving transformation within the real estate industry.

📋 Description

• Partner with Client to understand their business model and determine which products and services meet the Client’s needs • Identifies problems, defines process requirements, researches alternatives • Establish and document process and workflow for internal teams; coordinate with team members to determine and validate pricing; track and maintain Client specific pricing for products and services • Ongoing client relationship awareness and continual communications to confirm all SLA’s are being met and to offer additional products and services to meet client needs • Set performance metrics • Monitor reporting, track trends, make recommendations to ensure that performance metrics are achieved • This may include monitoring pipeline reports to ensure that turn times are met and monitoring A/R associated with expense and revenue • Maintain accurate reporting associated with change management projects to facilitate volume increase or decrease • Track, document and escalate service level concerns; makes recommendations and drives process improvement • Facilitate process, procedure, and priority additions or changes • May be point of contact for Client and Client’s Executive issues revolving around the system or other issues to see through to resolution • Assist with the creation of SOWs, contracts, billing service and client assessments • Partner with Sales to prioritize their needs in order to deliver the highest level of customer services to Client’s after onboarding • Consider implications of work flow and processes • Understand client expectations from the start of the relationship • Establish and document process and workflow for support staff and Operations • Manage process and coordinate with sales team priorities of application, expansion, cancellation and agent maintenance ensuring state and regulatory compliance requirements • Track and maintain agent specific requests • Identify trends and make process changes • Support and monitor onboarding and decommission process • Ongoing client relationship awareness and continual communications • Monitor compliance and regulatory issues with the Compliance and legal • Verify client compliance • Track, document and escalate service level concerns

🎯 Requirements

• Bachelor’s degree in a related field or equivalent combination of education and experience • 8+ years of experience in the Mortgage Industry with focus on servicing, default and servicing transfers • Strong analytical skills • Proven customer service and relationship management skills • Experience working with cross functional team/groups; able to build relationships • Organized, attention to detail • Project management skills in order to manage and coordinate a wide variety of objectives; multi-tasker • Strong Excel skills • Experience managing large sets of data, creating and tracking metrics, analyzing multiple factors • Must have a firm grasp of ServiceMac’s model as a subservicer and the products and services offered • General knowledge of nationwide search guidelines with familiarity of back office production services for all business segments nationwide • Strong problem-solving skills • Technology role: knowledge of platform integration MSP and Valon a plus • Sales Support role: knowledge of state regulation and compliance requirements • Servicing Role: Deep understanding of performing and non-performing loans

🏖️ Benefits

• comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave • employee stock purchase plan

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