Account Manager – Mortgage

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

📋 Description

• Lead weekly in-person meetings with clients to foster robust relationships aimed at facilitating the change management process for Mortgage clients.

• Spot opportunities to modify client processes to enhance the Ocrolus presence.

• Act as the primary contact for your designated customer base.

• Collaborate with colleagues managing the same account to deliver consistently exceptional service.

• Ensure timely delivery of requested products and services to clients.

• Relay client needs, expectations, and objectives to our internal teams.

• Partner with the sales team to engage potential clients.

• Manage multiple clients simultaneously while consistently achieving deadlines.

• Maintain accurate records of client transactions.

• Predict and monitor client account metrics.

• Play a crucial role in contributing to the growth of both the team and the company.

⛳️ Requirements

• Bachelor's degree in business or a related discipline.

• Over 4 years of experience in the Mortgage industry and processes associated with Mortgage companies.

• Demonstrated success in upselling, cross-selling, and renewals.

• Experience in providing client-focused solutions.

• Proficient in conveying client needs to internal teams.

• Skilled in influencing process change management.

• Capable of managing multiple projects and relationships simultaneously, employing strong negotiation, listening, communication, presentation, and time management skills.

• Possess a growth mindset.

🏝️ Benefits

• Health insurance.

• Retirement plans.

• Paid time off.

• Flexible work arrangements.

• Professional development opportunities.

• Bonuses.

• Stock options.