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Client Services Associate - Valuations
Client Services Associate - ValuationsServiceLink • San Francisco, CA, US
Client Services Associate - Valuations

Client Services Associate - Valuations

ServiceLink • San Francisco, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Services Associate

Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as a Client Services Associate. The ideal candidate will enjoy working with clients, both internal and external; is detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big.

A DAY IN THE LIFE

In this role, you will

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
  • Answer phones and respond to customer requests
  • Identify, research, and resolve customer issues using the computer system
  • Manage and maintain order pipeline
  • Track and place customer inquiries in the computer system
  • Monitor team mailboxes
  • Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
  • Provide customers with product and service information

WHO YOU ARE

You possess

  • Quality customer service skills
  • A penchant for excellence. You will use your strong attention to detail to maintain our quality standards.
  • The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients.
  • Highly proficient written and oral communication skills
  • Excellent critical thinking, problem solving, and mathematical skills, along with sound judgement
  • Strong attention to detail and the ability to work both independently and as part of a team
  • Effective time management skills and the ability to meet deadlines
  • Flexibility and willingness to work tasks assigned by management to meet Team, Client, and Department goals

    • Responsibilities

  • Place and answer phone calls to resolve and respond to customer inquiries
  • Track and place customer inquiries in computer system
  • Provide customers with product and service information
  • Identify, research, and resolve customer issues using the computer system
  • Follow-up on customer inquiries not immediately resolved
  • Follow-up on client delays for prompt resolution
  • Research billing issues
  • Recognize, document and alert the manager of trends in customer calls
  • Recommend process improvements
  • Perform all other duties as assigned

    • Qualifications

  • High school diploma or equivalent
  • Quality customer service skills
  • Basic reading, writing, and arithmetic skills required
  • Computer literate with the ability to learn customer service software applications
  • Professional verbal and written communication skills and the ability to type 30 wpm
  • Ability to maintain a positive and professional business relationship with clients and internal staff
  • Proficient in Microsoft Suite, including Office, Teams, and Excel
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