Teams at Concord Servicing

Manage and resolve customer request forms (CRFs) by reviewing, tracking, escalating, and documenting cases; prepare trending and monthly reports; coordinate with Compliance, QA, Operations and Training; provide feedback, training support, and recommendations to improve policies and service quality.

Build and maintain BI dashboards, integrate HubSpot/Excel/other systems, ensure data accuracy, reconcile forecasts to revenue recognition, analyze pipeline and customer health, prepare executive reports, and use AI tools to automate reporting and surface actionable insights for sales, finance, and leadership.

Handle high-volume commercial loan and lease payoff requests: calculate and generate payoff statements, provide accounting posting instructions, coordinate with legal/default teams, manage client approvals and Salesforce tasks, document and improve payoff processes, participate in task forces, and ensure accuracy to protect the company from financial risk.