Client Services Associate - Valuations jobs in United States
cer-icon
Apply on Employer Site
company-logo

ServiceLink ยท 1 month ago

Client Services Associate - Valuations

ServiceLink, one of the top providers in the mortgage services industry, seeks an individual to join their team as a Client Services Associate. The role involves enhancing client relationships, resolving inquiries, and providing guidance in a fast-paced environment.

Asset ManagementFinancial ServicesInsurance

Responsibilities

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
Answer phones and respond to customer requests
Identify, research, and resolve customer issues using the computer system
Manage and maintain order pipeline
Track and place customer inquiries in the computer system
Monitor team mailboxes
Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
Provide customers with product and service information

Qualification

Customer service skillsCommunication skillsMicrosoft SuiteAttention to detailProblem solvingMultitaskingBasic math skillsTime managementTeamworkFlexibility

Required

Solid work history in the mortgage or real estate industry
Quality customer service skills
Strong attention to detail
Ability to multitask in a fast paced environment
Highly proficient written and oral communication skills
Excellent critical thinking, problem solving, and mathematical skills
Sound judgement
Strong attention to detail
Ability to work both independently and as part of a team
Effective time management skills
Flexibility and willingness to work tasks assigned by management
Place and answer phone calls to resolve and respond to customer inquiries
Track and place customer inquiries in computer system
Provide customers with product and service information
Identify, research, and resolve customer issues using the computer system
Follow-up on customer inquiries not immediately resolved
Follow-up on client delays for prompt resolution
Research billing issues
Recognize, document and alert the manager of trends in customer calls
Recommend process improvements
Perform all other duties as assigned
High school diploma or equivalent
Basic reading, writing, and arithmetic skills required
Computer literate with the ability to learn customer service software applications
Professional verbal and written communication skills
Ability to type 30 wpm
Ability to maintain a positive and professional business relationship with clients and internal staff
Proficient in Microsoft Suite, including Office, Teams, and Excel

Company

ServiceLink

company-logo
ServiceLink offers asset management, insurance, and mortgage loan services. It is a sub-organization of Fidelity National Financial.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Chris Azur
Chief Executive Officer
linkedin
leader-logo
David Holland
Chief Financial Officer
linkedin
Company data provided by crunchbase