Client Account Manager

Job Description

Job Description

The POWER of a CAREER!

At Northpointe Bank, we believe your career should empower you — to grow, contribute, and find purpose. We’re hiring a Client Account Manager to support our First Lien Sweep HELOC portfolio through investor relationship management, operational coordination, reporting oversight, and client service excellence.

This role is ideal for a relationship-focused professional who enjoys working with clients, coordinating across departments, and driving operational excellence. You’ll serve as a key liaison between investors and Northpointe Bank while helping ensure transparency, responsiveness, and an exceptional client experience.

What You'll Do:

• Develop and maintain strong operational relationships with assigned investors and clients
• Serve as a primary point of contact for servicing-related requests, inquiries, and issue resolution
• Coordinate recurring client and investor meetings and facilitate ongoing communication
• Manage monthly client reporting and operational deliverables
• Coordinate requests related to servicing performance, portfolio activity, and operational metrics
• Monitor reporting accuracy and identify opportunities for process improvement and automation
• Oversee remittance coordination and reconciliation activities
• Assist with monitoring servicing-related invoices, billing activity, and contractual obligations
• Partner with Accounting, Loan Servicing, Default, Compliance, and other teams to support client needs
• Research and resolve reporting, remittance, and invoicing discrepancies
• Participate in operational projects, process improvements, and portfolio growth initiatives
• Support implementation of new reporting, servicing, and client management processes

What You Bring:

• Bachelor’s degree in Business, Finance, Accounting, or a related field preferred
• 3+ years of experience in mortgage servicing, investor reporting, servicing operations, account management, or related financial services functions
• Experience supporting investor relationships, client reporting, remittance activities, or operational relationship management preferred
• Familiarity with mortgage servicing operations and investor servicing requirements preferred
• Strong relationship management and customer service skills
• Excellent written and verbal communication abilities
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and deadlines simultaneously
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications including Excel, Word, Outlook, and PowerPoint

Why Join Northpointe?

Join a collaborative, client-focused environment where your work directly supports investor relationships, servicing performance, and operational success. You’ll have the opportunity to build strong partnerships, improve client experiences, and contribute to the continued growth of our servicing platform.

Our Hiring Philosophy

Northpointe Bank recognizes that the quality of our people is the foundation for our success. Attracting individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy.

It is the policy of Northpointe Bank and its subsidiaries to provide equal employment opportunities (EEO) to all persons regardless of age, race, sex, religion, national origin, handicap, marital status, or other attributes not pertinent to the job requirements. This policy reflects our practice of making all employment decisions, from recruitment to promotions, based on an individual's qualifications without discrimination on any basis.

Benefit Information:

• Medical
• Dental
• Vision
• Life, LTD, & AD&D
• Dependent Care Spending Plan (DCSA)
• Employer Stock Ownership Plan with 401(k) feature and company match
• Complimentary Banking Services
• Tuition Assistance 

Ready to Apply?

If you're ready to build strong client relationships, support operational excellence, and make a meaningful impact, we want to hear from you. At Northpointe Bank, this is more than a job — it's the POWER of a CAREER .

AA – EOE