Client Relationship Analyst

$55,000 - $60,000/Yr

Carrington - Boston, MA

Full-time - Entry Level

Boston, MA

Professional, Scientific, and Technical Services

About the position

The Client Relationship Analyst plays a crucial role in managing and documenting client and investor servicing requirements within the mortgage servicing sector. This position involves creating investor presentations, conducting ad hoc analyses, and facilitating loan servicing transfers while ensuring compliance with company policies and regulations. The analyst will collaborate with various management levels and staff to enhance mortgage servicing counterparty relationships and drive operational results.

Responsibilities

• Learn all aspects of the business process, key performance drivers, and operational report metrics.
• Gain expert knowledge of the operational systems and utilization within the business process.
• Gather and document client/investor servicing requirements.
• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.
• Ensure required documents, approvals and instructions are in place for relationship servicing.
• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.
• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.
• Ensure account documentation is up-to-date and accurate.
• Participate in project communications, training materials, and business procedures/documentation.
• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
• Assist with change management and process improvement.
• Analyze portfolio performance and recommend opportunities for improved service delivery.
• Evaluate process recommendations received from internal departments and determine appropriate corrective action.
• Propose solutions for any potential reputational exposure or related service issues.
• Maintain compliance with CMS policies and procedures.
• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
• Independently manage assigned counterparty relationship(s) with limited reliance on management.
• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.
• Applies critical thinking to develop solutions with problem solving skills.
• Actively participate in investor presentations with Senior Management.

Requirements

• High school diploma or equivalent work experience; Bachelor's degree preferred.
• Experience in relationship management or client services within mortgage servicing or related industry preferred.
• Intermediate analytical and excel experience.
• Project Management skills preferred.
• Mortgage servicing experience is preferred.
• Microsoft certification preferred.

Nice-to-haves

• Knowledge of various loan servicing operations preferred.
• Familiarity with MortgageServ/Fiserv or comparable system preferred.
• Ability to work in a project environment and have awareness of the project management lifecycle.

Benefits

• Comprehensive healthcare plans for you and your family.
• Discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses.
• Educational Reimbursement.