Account Executive (remote)
Client Solutions Manager The Client Solutions Manager (CSM), acting in an advisory and consultative role, is the primary point of contact for National Agency management, sales, team, agents and production team related to Technology, Production and Sales Support. Conducts process evaluations, gains knowledge of business requirements, determines needs, makes recommendations across FA products and services, sets and monitors service levels, creates proposals and agreements.Technology Client Solutions Act as liaison and consultant to Sales Reps and Customers regarding products and services. Identify platform requirements and compatibility between Agency and customer technology. Evaluate multiple factors and provide guidance on technology solutions.Provide guidance, communicate objectives, and troubleshoot issues for Sales Reps to meet Agency Division initiativesTrack trends, drive best practices and implement technology solutions that make First American the easiest underwriter to do business withCreate process enhancements and efficiencies to help agents discover and implement First American technology solutions that save them time and moneyCoordinate technology demonstrations and evaluationsCoordinate the rollout of products and enhancements for the agentsAssist development teams with enhancements to the FAST system including prioritization, UAT; and implementation and training specifically for agents.Project Management to enhance technology platforms, performance and efficiencies for internal and external customers, adoption of new internal platforms, adoption of enhancements to external platformsProduction Client Solutions Manager Partner with Client to understand their business model and determine which products and services meet the Client's needs. Identifies problems, defines process requirements, researches alternatives.Establish and document process and workflow for internal teams; coordinate with team members to determine and validate pricing; track and maintain Agent specific pricing for products and servicesOngoing client relationship awareness and continual communications to confirm all SLA's are being met and to offer additional products and services to meet client needsSet performance metrics. Monitor reporting, track trends, make recommendations to ensure that performance metrics are achieved. This may include monitoring pipeline reports to ensure that turn times are met and monitoring A/R associated with expense and revenueMaintain accurate reporting associated with projects to facilitate volume increase or decreaseTrack, document and escalate service level concerns; makes recommendations and drives process improvementFacilitate process, procedure, and geographic additions or changesMay be point of contact for National agent issues revolving around the FAST Transaction system and other FA products and servicesAssist with billing escalations and change management requests.Sales Support Client Solutions Partner with Sales to prioritize their needs in order to deliver the highest level of customer services to agents. Considers implications of work flow and processes.Establish and document process and workflow for support staff and salesManage process and coordinate with sales team priorities of application, expansion, cancellation and agent maintenance ensuring state and regulatory compliance requirementsTrack and maintain agent specific requests. Identify trends and make process changes.Develop, coordinate and monitor onboarding and cancellation processOngoing client relationship awareness and continual communicationsMonitor compliance and regulatory issues with the underwriting department. Verify client complianceTrack, document and escalate service level concernsWhat You'll Bring Knowledge and Skills/Technology UsedBachelor's degree in a related field or equivalent combination of education and experience8+ years of experience in the Servicing Industry with focus in Mortgage Servicing, Transfers, Default Servicing and Client ManagementStrong analytical skillsStrong written and verbal communication skillsProven on camera presence due to use of Teams every day with internal colleagues and externally clientsExperience working with cross functional team/groups; able to build relationshipsOrganized, attention to detailProject management skills in order to manage and coordinate a wide variety of objectives; multi-taskerStrong Excel skillsExperience managing large sets of data, creating and tracking metrics, analyzing multiple factorsMust have a firm grasp of First American's divisions and the products and services offeredGeneral knowledge of nationwide search guidelines with familiarity of back office production services for all business segments nationwideStrong problem-solving skillsPay Range: $85,000.00 - $113,300.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.What We Offer By choice, we don't simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.