Customer Account Specialist (Mortgage)

Location: Fort Mill, South Carolina, USA; regular visits to client offices and customer sites are required.

Salary: $50,800–$67,725 annually.

Company

hirify.global's ServiceMac entity provides technology, products, and personalized services for the mortgage and real estate industries.

What you will do

• Build and maintain relationships with assigned Specialty Markets clients and resolve routine through complex customer service issues.
• Analyze customer needs, market conditions, and service trends to recommend product, policy, process, and software improvements.
• Visit client offices to provide servicing, training, product demonstrations, customer support, and retention activities.
• Install equipment, hardware, and software; troubleshoot customer systems and coordinate technical fixes.
• Partner with sales on customer recommendations, pricing plans, contracts, add-on sales, sign-ups, trade shows, and account setup.
• Support offshore customer service operations through training, policy input, and second-tier issue resolution.

Requirements

• Bachelor's degree or an equivalent combination of education and experience.
• 3–5 years of directly relevant work experience; mortgage or insurance experience is preferred.
• Proficiency with Microsoft Word, Outlook, Excel, Access, PowerPoint, and internet tools.
• Ability to learn custom applications including Siebel, SWAN, PTS, and A/R.
• Excellent verbal and written communication skills, independent decision-making, and ability to work under general supervision.

Culture & Benefits

• Inclusive, people-first workplace focused on individuality, diversity, and employee support.
• Medical, dental, and vision coverage, subject to eligibility.
• 401(k), paid time off, and paid sick leave.
• Employee stock purchase plan and additional employee benefits.