Sr Client Account Manager (Open to Remote) at First American

Santa Ana, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Financial Services, Title InsuranceIndustries

Requirements

Typically requires 5+ years in progressive servicing/subservicing roles
Industry knowledge
Black Knight system experience
Generally requires BS Degree in a business field or equivalent work experience

Responsibilities

Manage mid-size to larger clients and/or more complex clients with larger portfolios, new products, or requiring more oversight
Analyze and understand client’s business structure, culture, goals, needs, and future strategy across their enterprise and servicing
Identify cross-sell and revenue-generating opportunities
Prepare and conduct monthly business reviews with clients to review performance delivery
Monitor performance against contractual requirements, Service Level Agreements, and KPIs, resolving issues between client and internal operational units
Work with client and internal business units on contract changes, change requests, and statements of work, documenting required activities and corresponding compensation as revenue opportunities
Deliver prompt and effective global communication on incidents, process changes, enhancements, and company information, ensuring consistent messaging, client satisfaction, and accuracy
Educate clients on company technology and processes
Address client concerns in a timely manner or escalate if necessary
Coach clients on available reporting tools and fulfill ad-hoc reporting requests by creating and enhancing new and existing reports
Participate in management meetings and discussions, create and deliver business-to-business presentations, conduct onsite client visits, and create client training materials to assist internal business units
Cultivate and maintain ongoing client relationships, optimize client satisfaction, and instill client confidence
Provide oversight of portfolio health and client performance
Interact with senior-level staff, internal and external, to coordinate initiatives, projects, and facilitate solutions with various internal/servicing teams
Manage multiple processes and projects, and work with internal departments to develop and improve processes with broad business impact
Partner with internal managers on client trends to ensure client satisfaction, adherence to contract and business rules, and manage company risk

Skills

Account Management

Client Relationship Management

Portfolio Oversight

Project Management

Process Improvement

Loan Servicing

Business Advocacy

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

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