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Client Services Manager

4 months ago

Dallas, United States Russell Tobin Full time

The Client Services Manager will oversee a loan pipeline, coordinating with sellers and vendors from initial lock to funding. Effective communication is crucial for managing relationships both internally and externally. The role requires at least 3 years of experience in the residential mortgage industry, preferably in lending or rate lock markets. Responsibilities include coordinating due diligence reviews, conducting client training calls, managing transaction timelines, ensuring all conditions for funding are met, analyzing performance data, and fostering relationships with clients and internal departments. Qualifications include strong communication skills, teamwork attitude, ability to train others, problem-solving skills, attention to detail, proficiency in Excel, and the ability to work independently. The position is located in Dallas and may involve some travel.