Professional, Client Services Specialist

4 days ago

Dallas, Texas, United States CoreLogic Full time
Job Title: Professional, Client Services Specialist

At CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. Our team of professionals uses our network, scale, connectivity, and technology to drive the largest asset class in the world. We are committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking.

Job Summary:

The Client Account Manager supports and manages the overall relationship for our tax and flood clients. They act as a liaison between the client and CoreLogic departments, building positive relationships, trust, and respect between the customers and CoreLogic.

Key Responsibilities:
  • Act as the single point of contact for assigned clients, responding swiftly and effectively to client issues or concerns until a resolution is communicated to the client.
  • Perform all necessary steps to set up new clients on CoreLogic systems to ensure a smooth transition, conducting client training both at the time of new client onboarding and ongoing through the relationship.
  • Understand client's internal operations to provide a customized service that streamlines with their processes, recommending new and existing services to help align the client with CoreLogic functions.
  • Establish a regular meeting schedule with each client, participating in all client meetings and vendor management audits, and entering notes into tracking tool for each client touch base.
  • Partner with the Onboarding team as needed for new business to be added to our system, and with accounting on collections as needed, billing adjustments, renewal of TSAs, and BEAR pricing.
  • Partner with sales and product teams on initiatives, actively participating in demos to clients, and acting as SME for tax business and technical projects as it relates to clients.
  • Support all staff augmentation functions and act as a liaison, regularly meeting with staff augmentation leadership as well as staff aug clients.
  • Integrate the Voice of the Customer (VOC) into the CoreLogic culture by participating with internal teams on projects, actively seeking out opportunities to participate in brainstorming sessions.
  • Collaborate with peers, other departments, and the client to improve processes and share best practices.
  • Seek out opportunities to gain more knowledge regarding our clients, products offered by CoreLogic, and how these can best assist our clients, partnering with national reps for opportunities to enhance your understanding.
  • Demonstrate expertise for the tax service organization of CoreLogic, partnering with national reps to gain additional knowledge regarding products and services offered to our clients.
  • Understand your clients' needs and expectations, partnering for clarification with the national reps, and be willing to assist our clients in strategic ideas and suggest opportunities that CoreLogic can help them with.
Requirements:
  • Exercise independent problem-solving skills and use appropriate resources to resolve issues.
  • Demonstrate a strong sense of urgency, knowing when to escalate concerns from a client to the next level of management.
  • Identify opportunities to improve client satisfaction.
  • Up to 15% travel to clients' offices.
  • Participate in career development by taking local classes, CoreLearning classes, and show the ability to adapt to change.
  • Must consistently exhibit the CORE values.
  • 2-year or 4-year degree preferred, with at least 2-3 years of Mortgage Industry background or comparable experience.

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