Client Relations Account Executive III

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Relations Account Executive III based in United States.

This role is an opportunity to serve as a trusted relationship leader within the mortgage servicing industry, managing key client, investor, and agency partnerships. You will act as a primary point of contact, helping clients navigate questions, concerns, service trends, and operational priorities. The position combines relationship management, industry expertise, problem-solving, and proactive account leadership. You will analyze service performance, identify trends, resolve escalated issues, and recommend improvements that strengthen client satisfaction. You will also lead business reviews, coordinate cross-functional meetings, and support client implementations and training initiatives. Success requires strong knowledge of mortgage servicing, regulatory and agency requirements, and the ability to communicate confidently with senior stakeholders. This is a fast-paced environment where attention to detail, sound judgment, and a commitment to service directly influence long-term client relationships.

Accountabilities: Manage and maintain all aspects of assigned client, investor, and insurer relationships, serving as a trusted and responsive relationship partner.

Act as the primary point of contact for client and agency inquiries, questions, concerns, deliverables, and escalated issues.

Monitor client satisfaction through monthly comparisons, service trends, SLA performance, and issue tracking, escalating concerns and proposing appropriate solutions.

Develop and deliver monthly business reviews covering trends, service levels, performance metrics, open concerns, and other relevant account priorities.

Research, resolve, document, and communicate client and agency issues while ensuring timely updates through final resolution or completion of deliverables.

Coordinate and lead proactive client and agency conference calls and meetings across functional areas, including agenda development, preparation, follow-up, and resolution tracking.

Provide training and implementation support for new staff within client or agency organizations.

Maintain current knowledge of mortgage servicing policies, industry developments, agency requirements, and relevant external resources to provide accurate guidance.

Evaluate reports and data to identify trends in client concerns, inquiries, response times, and service performance.

Recommend improvements to processes, procedures, management controls, and operational practices based on issue research and client feedback.

Build strong relationships across client organizations and communicate effectively with stakeholders at all levels, including senior executives.

Support other team members during periods of increased volume and contribute to broader team objectives as needed.

Requirements

High school diploma or equivalent required.

5+ years of experience in mortgage servicing or mortgage banking.

5+ years of customer service or client relationship management experience.

Strong knowledge of the mortgage industry, including agency and insurer requirements.

Strong understanding of GSE, HUD, VA, and GNMA guidelines and related servicing requirements.

Knowledge of default servicing and broader mortgage industry practices is preferred.

Experience with LPS/MSP systems and Microsoft Office applications, particularly Excel and PowerPoint.

Strong negotiation, mediation, relationship management, and client communication skills.

Demonstrated ability to research complex issues, analyze information, identify root causes, make sound decisions, and communicate practical solutions.

Strong organizational skills with the ability to manage multiple priorities, meet tight deadlines, and maintain accuracy in a fast-paced environment.

Ability to understand clients' businesses and effectively discuss mortgage servicing operations, industry practices, and service requirements.

Ability to communicate confidently with all levels of management and senior executives.

Strong attention to detail, initiative, teamwork, and customer-service orientation.

Ability to meet established standards for job knowledge, quality, efficiency, productivity, and overall performance.

Willingness and ability to travel to client, agency, or company locations when required.

Availability to work normal business hours, with occasional early, late, weekend, or overtime hours as business needs require.

Benefits

Annual compensation range of $58,700–$98,600 , with actual compensation based on qualifications, skills, experience, and other relevant factors.

Optional medical, dental, vision, life, and disability insurance.

Paid holidays, vacation, and sick leave.

401(k) plan with employer matching and employee stock purchase opportunities.

Mental health and wellness resources, including access to Calm memberships.

Employee recognition programs celebrating achievements and milestones.

Gym membership, pet insurance, and employee purchasing discounts.

Tuition reimbursement to support continued education and professional development.

Company-provided equipment for remote work.

Remote work flexibility with the requirement for a quiet, private workspace and reliable high-speed internet.

Opportunities for career growth, professional development, and meaningful impact within the mortgage servicing industry.

A collaborative environment focused on integrity, innovation, client service, and employee success.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1