Responsibilities

The Sr. Client Service Manager will act as a liaison between the sales team, clients, and operations, providing senior-level support to the Client Service Management team by evaluating and recommending processes to ensure account objectives are met, pertaining to the agreed-upon work orders, annual audits, and risk assessments. They will develop detailed specifications for implementation of new products for clients, confirm new products within the Business Purpose Lending (RTL, DSCR) scope, support the sales effort on potential client engagements, serving as a subject matter expert, participating in client calls, contracting, and confirming compliance. The Sr. Client Service Manager will support the Vice President of Diligence Operations and Vice President of Product, and Senior Vice President of Business Development to analyze operational business problems and provide problem resolution ensuring the highest level of client satisfaction. Primary duties include cultivating new client relationships, ensuring execution of business purpose lending transactions, providing final review of contracts, ensuring client expectations are communicated, facilitating client inquiries and audits, updating CRM, presenting product offerings, and coordinating conference attendance. They will also perform other duties as assigned or apparent.