Associate, Client Services

Orix International Pte Ltd - Dallas, TX

Full-time - Entry Level

Hybrid - Dallas, TX

Credit Intermediation and Related Activities

About the position

The Associate, Client Services position at ORIX focuses on delivering exceptional service to both internal and external clients while managing a complex loan servicing portfolio. The role involves interacting with various departments, providing leadership to junior team members, and ensuring timely responses to client inquiries. Accuracy and responsiveness are critical to maintaining client satisfaction and supporting the department's goals.

Responsibilities

• Promptly responds and provides periodic updates to all client inquiries pursuant to company policies and service levels.
• Build relationships with external and internal clients.
• Provide direct communication with investors to provide updates and answer loan level questions.
• Act as the point of contact for customer issues, requests, and escalated issues as appropriate.
• Perform all introductory calls related to the closing of a new loan.
• Provide borrowers with any inquiry, request and/or activation issues to the online borrower portal system.
• Work with the IT department to test and implement system updates.
• Respond to all internal and external customer inquiries in a timely, accurate, and professional manner.
• Process and document any change in borrower contact information.
• Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities.
• Assist management with special projects related to department goals or as may be needed by the team.
• Provide regular status updates to manager regarding any outstanding items or deadlines.
• Work professionally and harmoniously with team and coworkers.

Requirements

• High school diploma or equivalent required; Associate or Bachelor's Degree preferred.
• 1-2 years' experience in commercial loan servicing is a plus.
• Previous experience with the McCracken Strategy system is a plus.
• Proficient in MS Office, with working knowledge of CRM platforms.
• Excellent communication skills with a background in customer service.
• Detail-oriented and independent worker with strong project management skills.
• Proactive attitude and willingness to take initiative to seek out additional tasks and responsibilities.
• Ability to work well under pressure, adjust to varied workloads, and multitask.
• Demonstrated ability in handling access to sensitive and confidential information.
• Professional business image and excellent command of the English language, both verbally and in writing.

Nice-to-haves

• Experience with commercial loan servicing systems.
• Knowledge of financial services industry standards.

Benefits

• Health insurance
• Adoption assistance
• Parental leave
• Flexible work arrangements
• Competitive vacation policy
• Floating personal holidays
• Extensive leave options
• Generous parental leave benefits