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Mortgagebot Lead

1 month ago

Lake Mary, Florida, United States Finastra USA Corporation Full time
Job Title: Lead Mortgagebot

Reporting to the Senior Manager - Customer Support, the Lead Mortgagebot is responsible for executing against the client experience road map and for the ongoing management and retention of our client portfolios.

Key Responsibilities:
  • Develop and manage key operational relationships with Clients.
  • Support Client On-boarding activities, manage day-to-day client interactions, and identify and prioritize key client service issues.
  • Coordinate the execution of processes enabling successful Contract Management activities associated with renewals, extensions, changes, revisions, amendments, obligations review, etc.
  • Manage the intake of new business/services requests and pricing changes as well as the client roadmap for established opportunities.
  • Achieve professional service targets, including the identification, qualification, assessment, and proposal development of opportunities that contribute to overall PS targets.
  • Support the delivery of strategy for assigned Managed Service Programs to identify and eliminate high-risk legacy solutions that are not aligned to core products/services.
  • Manage a client interaction model that facilitates a best-in-class client experience, liaising between client and peer groups (Product Mgmt., Technology, Shared Services, and Operations).
  • Identify risks through client journey mapping and service gap analysis, and provide input for consideration to the line of business risk register as appropriate.
Requirements:
  • University or college degree and/or equivalent experience.
  • 5 years of progressive experience in a client relationship capacity.
  • Experience within the Financial industry working with high-profile clients.
  • Project management experience to support the successful execution of the client experience road map and delivery of projects that will support our clients' business.