Client Relationship Assistant

  • Yrefy, LLC
  • Phoenix, AZ, USA
  • Jul 24, 2024
Full time Admin-Clerical

Job Description

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.