Client Relations Specialist - ServiceMac

Posted 4 Hours Ago
Be an Early Applicant
4 Locations
In-Office or Remote
74K-99K Annually
Senior level
Insurance • Real Estate
The Role
Build and maintain relationships with assigned mortgage and real estate clients, provide complex customer service, deliver training and product demonstrations, troubleshoot Zendesk and Valon issues, coordinate escalations and cross-functional meetings, develop client materials, report on account activities, and recommend process, product, and software improvements.
Summary Generated by Built In
Who We AreServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability. 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 eleven 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.

What We DoEstablish, build, and maintain mutually beneficial relationships with assigned Specialty Markets clients. Provide full service customer service (from 1st tier/routine to 2nd tier/complex) and focus on complex customer service issues. Analyze customer needs, identify problems, research issues, and recommend solutions.

What You’ll Do

  • Provide customer training/product demonstrations. Training involves determining customer needs, customizing and/or creating presentations/information to meet customer needs/applications, training delivery and checking for understanding. Usually travels to customer site to deliver training.
  • May serve as liaison to offshore customer service operations providing training to entry level customer service clerks, 2nd tier customer service resource; determine/provide significant input to policies and procedures.
  • Make recommendations to and strongly influences management and other staff on process improvements, product enhancements, and/or software. Keeps management informed of market conditions. May test alpha software/ and make recommendations to manager/programmers on viability from a customer perspective.
  • May provide technical support. Analysis of customer systems, including Zendesk and Valon platforms, troubleshoots problems, recommends solutions, coordinates fixes and resolves issues.
  • Participate in client facing meetings addressing escalations of issues at the loan level, process level and initiative level
  • Develop, create, refine customer facing materials that help guide our clients in how to do business with us. Includes Power Point presentations, word documents, excel spreadsheets, project plans and more
  • Be responsible for regular reporting on activities within your team and client base
  • Coordinate cross functional and cross department meetings where issues are being addressed and resolutions sought for customers, clients and internal partners

What You’ll Bring

Knowledge and Skills/Technology Used

  • Proficient in Microsoft applications (Word, Outlook, Excel, Access, PowerPoint, and Internet Explorer) and demonstrate the ability to learn custom applications (Siebel, SWAN, PTS, and A/R).
  • Excellent verbal and written communication skills.
  • Typical Education
  • Bachelor's degree or equivalent combination of education and experience
  • Typical Range of Experience
  • 7+ years of directly relevant work experience, mortgage or insurance industry preferred.
  • Attention to detail, and ability to conduct research independently
  • Lead meetings with vendors, clients, internal partners
  • Strong remote camera presence

Candidates selected for employment will be required to successfully complete a background check and credit check as a condition of employment, where permitted by applicable law.

Pay Range: $73,900.00 - $98,500.00 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 is inclusive for all employees - not just because it's the right thing to do, but 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.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • 7+ years of directly relevant work experience
  • Mortgage or insurance industry experience
  • Proficiency with Microsoft Word, Outlook, Excel, Access, PowerPoint, and Internet Explorer
  • Ability to learn custom applications, including Siebel, SWAN, PTS, and A/R
  • Excellent verbal and written communication skills
  • Attention to detail and ability to conduct independent research
  • Ability to lead meetings with vendors, clients, and internal partners
  • Strong remote camera presence

First American Title Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First American Title and has not been reviewed or approved by First American Title.

  • Healthcare Strength Health coverage includes medical, dental, vision, telehealth, and healthcare advocacy services, and is often described as a strong point. Low‑cost options in some cases help overall compensation feel more reasonable.
  • Retirement Support A 401(k) savings plan with a company match is part of the package. This retirement support is highlighted as helping to offset base‑pay concerns in several roles.
  • Equity Value & Accessibility An employee stock purchase plan is available and viewed favorably. Access to discounted equity contributes to the perceived competitiveness of total rewards.

First American Title Insights

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The Company
HQ: Santa Ana, CA
13,104 Employees
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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