Client Liaison
Robertson, Anschutz, Schneid, Crane & Partners, PLLC
Client Liaison
The Client Liaison is responsible for monitoring and managing foreclosure activities in accordance with investor, insurer, regulatory, and state guidelines. This role is based on-site at a designated mortgage servicer's location and serves as a liaison between the servicer and attorney firm. The individual will perform limited onsite functions related exclusively to the attorney firm's foreclosure portfolio, facilitating communication, document management, issue resolution, and workflow coordination to ensure foreclosure activities are completed accurately, timely, and in compliance with all applicable requirements.
Essential Duties and Responsibilities
- Monitor foreclosure actions to ensure compliance with investor, insurer, regulatory, and state guidelines.
- Perform limited onsite functions at a designated mortgage servicer location in support of the attorney firm's foreclosure portfolio.
- Serve as a point of contact between the mortgage servicer and attorney firm to facilitate efficient file movement, issue resolution, and status updates.
- Maintain assigned caseload and ensure all servicing systems are updated accurately and timely.
- Work all tasks, processes, events, issues, re-projections, and holds within required deadlines.
- Respond to phone calls, voice messages, intercoms, and emails within 24 hours.
- Communicate regularly with attorneys, investors and internal business partners regarding foreclosure status and requirements.
- Review and reconcile foreclosure files, documentation, and system data to support accurate processing and timely resolution of issues.
- Coordinate with servicer personnel and attorney firm staff to ensure files are worked in accordance with investor, insurer, regulatory, and state requirements.
- Monitor attorney and vendor activities and escalate issues when necessary.
- Complete and monitor reports in accordance with servicing requirements and guidelines.
- Coordinate with other departments to minimize losses and mitigate risk.
- Identify quality and compliance concerns and provide appropriate feedback to management.
- Understand and manage foreclosure processes across multiple jurisdictions.
- Maintain knowledge of mortgage servicing, default management, foreclosure, bankruptcy, and loss mitigation processes.
- Complete special projects and portfolio reviews as assigned.
- Ability to effectively work within a client-facing, onsite environment while maintaining professional relationships with mortgage servicer personnel.
Required Education and Training
- Bachelor's degree
- Legal or banking background preferred
- LPS/ICE knowledge preferred
Please note that this is an on-site position at the Dallas, TX headquarters or in the Jacksonville, FL office.
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