Account Manager - Mortgage

Skills

About the Role

You will work in person directly with newly implemented Mortgage clients, managing relationships and facilitating process change management to maximize the Ocrolus platform. You will facilitate weekly in-person client meetings, act as the central point of contact for your customer base, and collaborate with sales to reach prospective clients. You will ensure clients receive products and services on time, communicate client needs to internal teams, keep records of transactions, and forecast and track account metrics.

Requirements

• Bachelor's degree in business or related field
• 4+ years of Mortgage experience and processes related to Mortgage based companies
• Proven track record of success with upselling, cross-selling and renewals
• Client focused solutions experience
• Ability to communicate client needs with internal teams
• Talent for influencing process change management
• Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication, presentation and time management skills
• Growth mindset

Responsibilities

• Facilitate weekly in-person client meetings to build relationships and drive change management within Mortgage clients
• Identify opportunities to adjust client processes to maximize Ocrolus footprint
• Operate as the central point of contact for assigned customer base
• Coordinate with teammates on the same account to provide consistent service
• Ensure clients receive requested products and services in a timely fashion
• Communicate client needs, demands and goals to internal teams
• Collaborate with sales team to reach prospective clients
• Service multiple clients concurrently while meeting deadlines
• Keep records of client transactions
• Forecast and track client account metrics

Benefits

• Equity