Client Services Specialist

Client Services Specialist

The Client Services Specialist is responsible for supporting and contributing to the management and strategic direction of our client-driven business. Expectations include ensuring customer needs are met or exceeded through excellent service, proactive communication, operational delivery, and leadership. Specialists communicate directly with external partners and clients, while also collaborating with management on opportunities to grow client business.

Responsibilities

• Daily interaction with company clients (banks and mortgage companies) and external business partners
• Ensure client service levels are achieved with timely execution of daily tasks
• Work with internal partners and management to identify potential issues and provide resolution
• Proactively monitor day-to-day valuation orders via email, phone, and/or through our internal management platforms to ensure milestones are achieved during the valuation lifecycle
• Deliver consistent and thorough client communication and messaging
• Assist with client deployments, including client training, documentation, and facilitate new user/lender set-up
• Support the development and growth of client relationships through strategic execution with individual lenders
• Exemplify leadership and proactivity to ensure escalation and resolution in a timely manner
• Other duties and projects as assigned

Skills and Expertise

• High School Diploma
• Some experience/knowledge of the mortgage banking, real estate, or appraisal management industry a plus
• Incredible attention to detail and sound decision-making skills
• Customer service, leadership, sales, and communication abilities
• Excellent written and oral communication skills
• Competency in basic computer skills and applications
• Ability to work independently as well as in a fast-paced team environment

About Solidifi

Solidifi is a leading network management services provider for the residential lending industry. Our platform combines proprietary technology and network management capabilities with tens of thousands of independent qualified field professionals to create an efficient marketplace for the provision of mortgage lending services. We are a leading independent provider of residential real estate appraisals and title, and settlement services. Our clients include top 100 mortgage lenders in the U.S. and some of the largest banks and insurance companies in North America. Solidifi is a wholly owned subsidiary of Real Matters (TSX: REAL).

Equal Opportunity Employer

Solidifi is an Equal Opportunity Employer; applicants are considered for all roles without regard to race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need. Please advise us at any point during the recruitment and selection process if you require accommodation. Solidifi is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.