5 дней назад
Associate Account Manager (Onsite)
27 - 36$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Account Manager (Mortgage/Financial Services): Managing established FirstFunding customer accounts and strengthening relationships through proactive communication, portfolio monitoring, and cross-functional issue coordination with an accent on customer retention, account health, and growth opportunities. Focus on identifying at-risk accounts, coordinating solutions across internal teams, and supporting account growth and cross-sell opportunities.
Location: Onsite in Dallas, Texas, USA
Salary: $26.88–$35.83 per hour
Company
provides mortgage solutions that help lenders originate, close, and service quality loans.
What you will do
- Manage an assigned portfolio of established FirstFunding customer accounts and serve as the primary day-to-day relationship contact.
- Conduct proactive customer check-ins, monitor account activity, and assess satisfaction, engagement, relationship health, and support needs.
- Coordinate with Customer Service, Credit Risk, Operations, Sales, and other internal partners to resolve customer questions and relationship concerns.
- Build knowledge of FirstFunding products, platform capabilities, and customer workflows, coordinating training or implementation support when needed.
- Identify account-growth and cross-sell opportunities and refer qualified opportunities to Account Executives, sales leaders, or affiliate partners.
- Maintain accurate CRM records and support portfolio reviews, customer classification, re-engagement, escalations, and complex customer matters.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience.
- 0–2 years of experience in customer service, sales support, account management, mortgage, title, lending, real estate, banking, or financial services.
- Strong customer service, relationship-building, verbal and written communication skills.
- Strong organization, attention to detail, follow-through, and ability to manage multiple customer relationships and competing priorities.
- Comfort conducting proactive outbound calls and accurately documenting interactions in CRM or customer-management systems.
- Sound problem-solving skills, curiosity, coachability, and interest in relationship management or sales.
Culture & Benefits
- Inclusive, people-first workplace focused on employee support, individuality, and professional growth.
- Benefits may include medical, dental, and vision insurance, 401(k), PTO, and paid sick leave.
- Employee stock purchase plan and other benefits are available based on eligibility.
- Equal opportunity employer with recognition for workplace culture, diversity, and inclusion.
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