Client Manager (Remote)

Posted 14 Days Ago
Be an Early Applicant
75214, Dallas, TX
57K-95K Annually
5-7 Years Experience
Insurance • Real Estate
The Role
The Client Manager is responsible for managing client accounts, providing operational and technical support, analyzing data files, and building strong relationships with clients to ensure success with the company's document technology solutions. The role requires troubleshooting, documentation, testing, and collaboration across departments to meet client needs and satisfaction.
Summary Generated by Built In

Who We AreJoin a team that puts its People First! First American Docutech offers a wide range of document technology solutions for mortgage, home equity and consumer lending, including document generation, eDelivery, eSign and print fulfillment. Our efficient solutions enable lending professionals to produce accurate and compliant loan packages in all 50 states. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We DoThe Client Management team is responsible for managing client accounts, providing operational and technical client support, and building strong relationships, ensuring client success in utilizing First American products and services. Has a strong technical aptitude which is used to troubleshoot and solution a wide range of issues and is the central point of contact between extended internal support teams and clients, which include large lenders.
The Client Manager provides operational and technical client support for daily management of client relationships.

What You'll Do

  • Establish productive, professional relationships with key contacts in assigned client accounts.
  • Partner with senior members on assigned team for the daily management of the client relationship which includes operational and technical client support backed by additional resources. 
  • Accountable for understanding client system configurations, fields and data mappings, and the support and maintenance of such.
  • Analyze MISMO XML Data Files generated from Loan Origination Systems (LOS).
  • Support the maintenance, creation & customization of client’s document library.
  • Proactively assess, clarify, and validate client needs on an ongoing basis.
  • Manage, track, and resolve issues submitted via task management platform.
  • Troubleshoot and solution client’s operational and technical issues, communicating and documenting requirements, testing plans, and projected timelines.
  • Successfully complete testing of solutions prior to providing to client. 
  • Partner with required departments across organization, including support, services and management resources, in order to meet account performance objectives and clients’ expectations.
  • Works closely with the Client Success Executive (CSE) team to ensure client satisfaction and problem resolution.

What You'll Bring

  • Generally requires BA/BS Degree or equivalent work experience
  • Typically has 5+ years of directly related experience; Mortgage industry experience preferred
  • Excellent verbal and written communication skills
  • Experience with MISMO XML Data Files and Loan Origination Systems
  • Strong analytical and organizational skills
  • Strong technical aptitude
  • Ability to work in a fast-paced environment while meeting deadlines and deliver high quality results

Salary Range: $57,000.00 - $95,000.00 Annually

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Top Skills

Mismo Xml
The Company
HQ: Santa Ana, CA
13,104 Employees
On-site Workplace
Year Founded: 1889

What We Do

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services.

First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans.

First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate.

As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally.

First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).

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