Account Management Intern

This is a fully remote position, open to applicants in Georgia.

📋 Description

• Assist the Account Management team in providing support to mortgage servicing clients.

• Prepare documentation for account evaluations, client business assessments, operational meetings, claims analyses, audits, and other account-related activities.

• Maintain up-to-date contact lists, organizational charts, action logs, issue trackers, meeting records, service-release details, acquisition-volume reports, and document repositories.

• Gather information from Operations and internal partners to address client inquiries and outline subsequent steps.

• Draft internal summaries, meeting notes, status reports, presentation materials, and background documentation for review.

• Monitor open items, responsible parties, target deadlines, dependencies, and completion progress.

• Record meeting outcomes, decisions made, risks identified, and action items.

• Coordinate logistics and prepare materials for vendor management reviews, onsite visits, audits, and other account events.

• Compile and structure client performance metrics, service-level agreements, quality assessments, complaints, claims, volume, and operational data.

• Conduct basic data validation and analysis to identify trends, missing data, recurring challenges, or opportunities for enhancement.

• Create charts, tables, scorecards, and summaries for reporting purposes.

• Compare reports and supporting documentation, note discrepancies, and escalate queries as necessary.

• Research topics related to mortgage servicing, property insurance, lender-placed insurance, loss drafts, and industry trends.

• Recommend enhancements to templates, trackers, shared files, workflows, and reporting techniques.

• Oversee a structured 12-week business project with clearly defined goals, milestones, risks, success criteria, and deliverables.

• Collect stakeholder requirements and feedback, provide progress updates, deliver a final product, and present a capstone project to leaders and program participants.

• Participate in internship meetings, training sessions, professional development activities, networking events, and weekly one-on-ones.

• Complete midpoint and final evaluations and accurately report hours worked.

⛳️ Requirements

• Must be currently enrolled in an accredited college or university program with at least one academic semester remaining after the internship.

• Availability to work 40 hours per week throughout the Summer 2027 program.

• Coursework or demonstrated interest in business, finance, risk management, insurance, data analytics, communications, operations, project management, or a related discipline.

• Proficient in Microsoft Excel, PowerPoint, Word, Outlook, and Teams, or the ability to learn these tools swiftly.

• Capable of organizing information, managing deadlines, adhering to written procedures, and delivering precise work.

• Excellent written and verbal communication abilities.

• Ability to manage confidential business and client information in an appropriate manner.

• Must be authorized to work in the United States on a full-time basis without employer sponsorship, now or in the future.

• Employment is contingent upon successful completion of required identity verification, which may involve biometric technology.

• Preferred: Experience with data analysis, reporting, research, presentations, project work, or business operations.

• Preferred: Comfort with spreadsheets, trackers, charts, and various information sources.

• Preferred: Interest in mortgage servicing, financial services, insurance, client management, or business operations.

• Preferred: Ability to articulate findings and recommendations in clear, straightforward language.

🏝️ Benefits

• 12-week immersive internship experience.

• Opportunities for learning and development.

• Mentorship support.

• Networking and engagement opportunities.

• Resources for professional growth.

• FranklinCovey learning journey.

• Paid internship.

• Attendance at required internship meetings, training sessions, professional development activities, and peer networking events.