[Hiring] Senior Client Relationship Analyst @Carrington Mortgage

Role Description

The Client Relationship Analyst, Senior is responsible for working 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. The approved target pay range for this position is $90,000 to $100,000.

• Independently manage counterparty relationship(s) with limited reliance on management.
• Willingly accept and implement direction and strive to exceed departmental standards and operational goals.
• Maintain day-to-day operational relationships with external senior executives and internal partners.
• Maintain and track open deliverables within the department system of record.
• Provide frequent and periodic relationship briefings and status updates to senior management.
• Develop and facilitate investor presentations with internal and external senior management teams and follow up on any outstanding deliverables.
• Learn all aspects of the business process, key performance drivers, and operational report metrics for all counterparty relationships and ensure compliance.
• Gain expert knowledge of the operational systems and utilization within the business process.
• Gather and document client/investor servicing requirements and ensure compliance.
• 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.
• Perform other duties as assigned.

Qualifications

• A solid comprehension of mortgage servicing and operations.
• Proficient in MS Office applications, specifically PowerPoint and Excel (i.e. the use of functions, if/and/or conditional statements, vlookup formulas, etc.).
• Excellent verbal and written communication skills.
• Excellent internal/external customer-facing skills.
• Team-player with strong communication and interpersonal skills, possessing a high degree of self-motivation and ability to work independently with minimal supervision.
• Familiarity with MortgageServ/LoanServ or comparable systems.
• Ability to apply critical thinking to develop solutions with exceptional problem-solving skills.
• Ability to comprehend and articulate complex and broad mortgage servicing topics spanning the entire mortgage life cycle.
• Ability to maintain high-speed internet access while working remotely and the ability to work in the designated office as needed.
• 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 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.
• Occasional travel may be required.
• Focus-driven approach to work with strict adherence to deadlines.
• Bachelor’s degree required, preferably in business, economics, finance or mathematics.
• Two to four (2-4) years’ experience in relationship management or client services within mortgage servicing or related industry.
• Microsoft certification preferred.

Benefits

• Comprehensive healthcare plans for you and your family.
• 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.