A company is looking for a Client Relations Associate (Remote).
Key Responsibilities
Respond to prospective clients across multiple communication channels
Guide agents through the application and documentation submission process
Review incoming documents for completeness and prepare files for approval
Required Qualifications
Experience in client success, sales, operations management, or account management
Working knowledge of CRM systems; Salesforce experience is a plus
Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
Highly organized with the ability to manage multiple deadlines
Professional, proactive, and accountable demeanor
Client Relations Associate • Abilene, Texas, United States