Experience
3 yrs required
Location
Solon, OH, United States
Posted on
Nov 28, 2022
Profile
Client Liaison ( Account Manager )
The candidate will be ensuring all client sites are well maintained and up to date. Checking dockets when needed to obtain the most current status of the file. Handling file communications and review from beginning to close of file including conveyance and re-conveyance. Taking client calls. Also, handling outside calls when needed. Responding to client emails and third party emails of vendors working on behalf of the client. Acting as escalation contact (within firm escalation procedure) to ensure deadlines are not missed and cases are not dismissed. Acting as escalation point of contact on behalf of client for matters needing escalated within the firm. Answering client inquiries via email or intercom regarding file status. Ensuring client policies and procedures are being followed as outlined in the attorney blasts/updates. Obtaining survey on behalf of client when needed. Obtaining additional fees on behalf of firm relating to title clearance/Amended Complaints/surveys/sale withdraw and reset. Participating in client visits/audits when needed. Acting as buffer for client issues to ensure firm is viewed in best light as possible in any circumstance. Reviewing client scorecard and provide rebuttals timely to ensure firm receives the best score possible and remains in good client standing. Escalating anything found that may be a client or audit issue to management as soon as possibly. Notifying clients when they are being named in one of the actions due to a sr or jr interest. Being an expert on the clients assigned to you personally but also being able to assist with any other client where advice or help may be needed. Ensuring customer complaint log and compliance logs are returned timely each month according to the clients specifications. Business school and or an Associate’s Degree is required. Should have 3+ years of experience working in a law firm. Previous experience in a client liaison role at a law firm is preferred. Basic concept/understanding of foreclosure from referral to REO is required. Basic concept/understanding of different types of loan docs is required. Basic concept/understanding of different types of loans (i.e. FHA, FNMA, Conventional, VA) is required. Basic Knowledge of Client Software Databases, such as Black Knight, Symphony & Pyramid is required.
Company info
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