REMOTE Client Relationship Analyst

Posted Yesterday
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2 Locations
In-Office or Remote
65K-85K Annually
Junior
Fintech • Payments • Financial Services
The Role
Manage and document investor/client servicing requirements, analyze loan portfolio data, support loan servicing transfers, coordinate QC between investors and internal teams, prepare presentations, recommend process improvements, and independently manage assigned counterparty relationships while maintaining compliance and confidentiality.
Summary Generated by Built In

Come join our amazing team and work remote from home!

 

The Client Relationship Analyst will be responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all levels of management (including senior executive levels) and non-management staff in an effort to maintain, support and drive results with respect to mortgage servicing counterparty relationships. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The approved Target Pay range for this position is $65,000 to $85,000.

What you'll do:

  • Learn all aspects of the business process, key performance drivers, and operational report metrics.
  • Gain expert knowledge of the operational systems and utilization within the business process.
  • Gather and document client/investor servicing requirements.
  • Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics. 
  • Ensure required documents, approvals and instructions are in place for relationship servicing.
  • Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
  • Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
  • Perform loan data analysis to validate and communicate test results to client/investor or internal business unit. 
  • Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.
  • Ensure account documentation is up-to-date and accurate.
  • Participate in project communications, training materials, and business procedures/documentation.
  • Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
  • Assist with change management and process improvement.
  • Analyze portfolio performance and recommend opportunities for improved service delivery.
  • Evaluate process recommendations received from internal departments and determine appropriate corrective action.
  • Propose solutions for any potential reputational exposure or related service issues.
  • Maintain compliance with CMS policies and procedures.
  • Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
  • Independently manage assigned counterparty relationship(s) with limited reliance on management.
  • Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.
  • Applies critical thinking to develop solutions with problem solving skills.
  • Actively participate in investor presentations with Senior Management.
  • Perform other duties as assigned.

What you'll need:

  • High school diploma or equivalent work experience; Bachelor’s degree preferred.
  • Experience in relationship management or client services within mortgage servicing or related industry preferred.
  • Intermediate analytical and excel experience.
  • Project Management skills preferred.
  • Mortgage servicing experience is preferred.
  • Microsoft certification preferred.
  • Excellent verbal and written communication skills
  • Excellent internal/external customer facing skills
  • Knowledge of various loan servicing operations preferred.
  • Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results. 
  • Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington’s Counterparties, to include longstanding clients in addition to the support of new acquisitions.
  • Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.
  • Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications.
  • Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision.
  • Familiarity with MortgageServ/Fiserv or comparable system preferred
  • Ability to work in a project environment and have awareness of the project management lifecycle.
  • Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations.
  • Ability to adhere to strict confidentiality requirements.
  • Ability to understand complex problems and to collaborate and explore alternative solutions.
  • Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit.
  • Ability to organize, forecast and prioritize work schedules of others on long-term basis.
  • Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy.
  • Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly.
  • Ability to work independently under limited supervision.
  • Occasional travel may be required.

 

 

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonmortgage.com

What We Offer:

  • Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
  • Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
  • Customized training programs to help you advance your career.
  • Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
  • Educational Reimbursement.
  • Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

 

  

 Notice to all applicants: Carrington does not do interviews or make offers via text or chat. 

Skills Required

  • High school diploma or equivalent work experience
  • Bachelor's degree
  • Experience in relationship management or client services within mortgage servicing or related industry
  • Intermediate analytical and Excel experience
  • Project management skills
  • Mortgage servicing experience
  • Microsoft certification
  • Excellent verbal and written communication skills
  • Excellent internal/external customer facing skills
  • Knowledge of various loan servicing operations
  • Ability to interact with all levels of Senior Executive Management and non-managerial staff
  • Maintain high speed internet access while working remote and ability to work in a designated office as needed
  • Proficient in MS Office applications, specifically PowerPoint and Excel, including functions and Visual Basic for Applications (VBA)
  • Team-player with strong communication and interpersonal skills, self-motivated and able to work independently with minimal supervision
  • Familiarity with MortgageServ/Fiserv or comparable system
  • Ability to work in a project environment and awareness of the project management lifecycle
  • Ability to formulate complex materials such as requirements documents, authoritative reports, and formal presentations
  • Ability to adhere to strict confidentiality requirements
  • Ability to understand complex problems and collaborate on alternative solutions
  • Ability to make decisions with significant impact on the work unit and monitor wider impact
  • Ability to organize, forecast and prioritize work schedules of others on a long-term basis
  • Basic arithmetic and accuracy in recording and checking results
  • Ability to communicate orally with others accurately and audibly
  • Ability to work independently under limited supervision
  • Occasional travel may be required
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The Company
HQ: Greenwich, CT
2,459 Employees
Year Founded: 2003

What We Do

Carrington Holding Company, LLC owns and operates multiple businesses that cover virtually every aspect of single family residential real estate transactions – investments in U.S. real estate and mortgage markets, loan origination and servicing, asset management and property preservation, real estate sales and rental, and title and escrow services. Carrington was initially founded in 2003. Since that time, Carrington Holding Company and the Carrington Family of Companies have evolved into a group of vertically integrated operating businesses that direct every aspect of the life cycle of single family assets. Its core capabilities include investment and fund management, residential mortgage special servicing and origination, property management and maintenance, and real estate sales and settlement services. Guided by a leadership team with an average of three decades of industry experience and adhering to a consistent philosophy, Carrington has built the infrastructure necessary to maximize value during any market cycle. Build your career with Carrington Holding Company. We offer: • An innovative environment • Management growth potential • Regular communication and training • Superior benefits package • An environment that encourages growth and development of its employees • Philanthropic opportunities to help the community through Carrington Charitable Foundation Learn more about the opportunities at Carrington Holding Company: • Email: [email protected] • Website: Carringtonhc.com • Main: 949.517.7100 • Media: 866.289.4147

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