Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items. Make a positive contribution to customer satisfaction and strive to improve client service experience.
Numbers & Facts
Location
Houston, TX
Description
Manages renewal transactions, certificate reviews, and lender relationships.
First point of contact for all lending clients.
Reviews initial information provided by clients to ensure completion and accuracy.
Manages project board pipeline.
Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
Coordinates with internal resources and research topics as needed.
Tracks and provide weekly/monthly reporting to leadership.
Attends and occasionally lead department meetings.
Prepares invoices for lenders based upon fee agreements and follow up for payments.
Make a positive contribution to customer satisfaction and strive to improve client service experience.