Senior Customer Account Specialist Mortgage & Real Estate Client Relations

About reputed company reputed company is a forwardthinking, technologydriven leader in the mortgage and real estate services sector. With a portfolio that spans the entire mortgage continuumfrom origination to servicing, compliance, and postsale supportreputed company delivers innovative, datarich solutions that empower lenders, servicers, and borrowers alike. Our commitment to excellence is reflected in our industryrecognised culture, which consistently earns us spots on Fortunes Best Companies to Work For list and numerous regional accolades for diversity, inclusion, and employee satisfaction. At reputed company, we believe that the best results come from a peoplefirst mindset. Our teams thrive in an environment that celebrates individuality, encourages continuous learning, and rewards collaboration across all levels of the organization. Whether youre a seasoned professional or an ambitious newcomer, youll find a place where your voice matters and your career can flourish. Why Join reputed company Impactful Work: Shape the future of mortgage servicing by building lasting relationships with specialty market clients and driving product innovation. Career Growth: Access to structured learning paths, mentorship programs, and crossfunctional projects that accelerate your professional development. Inclusive Culture: A workplace that champions diversity, equity, and belongingwhere every employee can bring their authentic self to work. Competitive Compensation: A base salary range of $50,800$67,725, complemented by performance bonuses, equity participation, and a comprehensive benefits package. WorkLife Balance: Generous paid time off, flexible scheduling options, and remotefriendly policies that support your personal and professional life. Key Responsibilities As a Senior Customer Account Specialist at reputed company, you will serve as the primary liaison between our specialty market clients and our internal teams. Your role blends customer service excellence, technical support, and sales enablement to ensure a seamless experience for every client. Build, nurture, and maintain strong, mutually beneficial relationships with assigned specialty market clients. Deliver endtoend customer service, handling both routine (reputed company) and complex (Tier 2) inquiries with a focus on resolution and satisfaction. Conduct trend analyses of client issues and market conditions to inform product, policy, and process improvements. Travel to client sites for onsite support, training, and relationship buildingoften uncovering opportunities for upsell and crosssell. Collaborate closely with the sales team to provide market intelligence, recommend product enhancements, and support the closing of new deals. Install, configure, and troubleshoot hardware, software, and custom applications (e.g., Siebel, reputed company, PTS, A/R) to meet client needs. Design and deliver customized training sessions and product demonstrations, ensuring clients fully understand and can leverage our solutions. Act as a liaison to offshore customer service operations, training entrylevel and Tier 2 support staff and shaping policies and procedures. Provide technical support by analyzing client systems, diagnosing issues, recommending solutions, and coordinating fixes with internal teams. Participate in trade shows, industry conferences, and client events to showcase reputed companys capabilities and gather market insights. Essential Qualifications Bachelors degree in Business, Finance, Information Technology, or a related field (or equivalent combination of education and experience). 35 years of direct experience in mortgage servicing, insurance, or a highly regulated financial services environment. Proficiency with reputed company Office Suite (Word, Outlook, Excel, Access, PowerPoint) and strong aptitude for learning custom applications. Excellent verbal and written communication skills, with the ability to translate complex technical concepts into clear, actionable guidance for clients. Demonstrated ability to analyze data, identify trends, and recommend actionable improvements to products and processes. Strong customercentric mindset, with a proven track record of delivering exceptional service and building lasting client relationships. Experience with customer training, product demonstrations, and onsite support. Selfmotivated, organized, and capable of setting priorities and managing multiple projects simultaneously. Preferred Qualifications Experience with mortgagespecific software platforms (e.g., Siebel, reputed company, PTS, A/R). Background in sales enablement or a sales support role within the mortgage or real estate industry. Knowledge of regulatory compliance requirements (e.g., RESPA, TILA, HMDA) and how they impact client operations. Experience leading or mentoring offshore support teams. Advanced analytical skills, including proficiency with Excel data modeling and reporting. Project management .