Yrefy, LLC

Job Summary: The Client Relationship Specialist position helps design and implement retention strategies for borrowers and co-borrowers to increase loyalty and retain business. This position also analyzes borrowers' and co-borrowers’ feedback, implements retention strategies, and compiles reports for sales managers.   Supervisory Responsibilities:   Duties/Responsibilities: Supports activities and communications that build positive relationships with borrowers, co-borrowers, and business associates primarily via email and text. Prepares email and text communication to support the Client Retention Specialist in providing status updates to borrowers and co-borrowers regarding the underwriting process to retain business. Uses templates to assist in communicating account status to borrowers and co-borrowers, setting expectations regarding timelines, and requesting documents as needed. Communicates with loan acquisitions team, sales, processing, and underwriting. Suggests improvements in communication processes and templates. Assists with NSF recoveries. Prepares and sends forms needed for borrowers and co-borrowers to complete. Helps to organize follow-up schedules and communication. Organizes follow-up/schedules communication. Documents all information accurately in the CRM. Attends all meetings and training courses as required. Performs other related duties as assigned.   Required Skills/Abilities: Excellent written and verbal communication skills. Experience preparing written communication using templates. Excellent organizational skills and attention to detail. Ability to solve problems while showing empathy and patience. Proficient in Microsoft Office Suite. Knowledge of CRM software.   Education and Experience: Associate’s degree in sales, marketing, or a related field is preferred. Three (3) to five (5) years of sales or marketing experience preferred.   Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times.