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Senior Client Relationship Manager 

About the Organization Since 1986 LERETA's nationwide team of real estate tax and flood professionals has provided the mortgage and insurance industries the fastest, most accurate and complete access to property tax and flood information across the nation. LERETA is an industry leader with an enormous focus on technology, innovation, and commitment to service excellence.  
Open Date 1/16/2020  
Position Senior Client Relationship Manager  
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Exempt  
Category Tax&Flood  
Location Remote  
Req Number TAX-20-00006  

The Senior Client Relationship Manager is the client's main advocate at LERETA. The role ensures that they, along with staff, maintain positive relationships with assigned clients by way of regular communication, resolution of client requests, liaising with internal business units on the client's behalf, working with project management and overseeing resolution of issues ensuring delivered services meet the client's needs and expectations. The position professionally represents LERETA to the lending community, cultivates relationships in support of the company's business development objectives and identifies opportunities for enhancement of its services.

Customer Service / Client Retention

  • Focuses on client retention by working with the Sales and Operations Team to ensure LERETA is providing extraordinary service to the client
  • Establishes at a minimum, monthly tracked personal contact with the assigned client base
  • Maintains a thorough understanding of LERETA's most current services / site capabilities and ensures that supporting staff is also aware and communicating the capabilities to the client
  • Ensures that clients receive the maximum benefit according to their needs, expectations and Service Level Agreements (SLA's)
  • Implements and maintains an effective system in order to track issues and ensure prompt response / resolution
  • Researches options and works with the LERETA Sales, IT and Operations Teams until issue(s) are resolved

Manage Clients with Large Portfolios and Outsourced Clients - Tier I

  • Maintains knowledge of client's servicing systems
  • Maintains knowledge of client's business rules, processes, and procedures
  • Builds and maintains relationships with client senior management

This position will perform other duties as assigned based on the needs of the department.

Position Requirements

Required Education & Experience

  • Bachelor’s Degree or equivalent
  • Minimum of four years tax service / customer relations or related experience
  • Proficiency in Microsoft® Office Outlook, Excel and Word
  • Ability to type 35+ wpm
  • Strong computer skills and the ability to quickly learn and utilize operating systems, software, browsers, databases and other technologies
  • Must be highly organized and detail oriented when performing all duties

Preferred Education & Experience

  • Proficiency in Microsoft® Office Access and PowerPoint
  • Previous account manager experience in the real estate tax & flood service industry
  • Loan Servicing Experience
  • Accounting, Auditing, Finance and/or Bookkeeping experience
  • Project Management experience

EOE Statement We are an Equal Employment/ Affirmative Action Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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