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Client Relations Specialist

2 months ago

San Diego, California, United States Finance of America Full time

Customer Experience Specialist

  • Provides assistance to clients regarding inquiries, requests, and issues through various communication channels.
  • Evaluates client data to gain insights that contribute to an enhanced customer journey.
  • Adheres to Mortgage Servicing Standards to ensure compliance with applicable regulations and guidelines.

Key Responsibilities

  • Manages incoming inquiries related to servicing communications.
  • Responds to calls directed to the dedicated HomeSafe Borrower Support Line.
  • Conducts proactive outreach to existing HECM FAR clients.

Educational Requirements

High School Diploma or equivalent.

Skills and Experience

  • Proficient analytical skills to identify root causes of issues.
  • Strong verbal and written communication abilities.
  • Intermediate to advanced proficiency in Microsoft Office Suite.
  • Exceptional problem-solving and organizational capabilities.
  • Ability to operate independently with minimal supervision.

Additional Information

The information provided above outlines the general nature and level of work associated with this position.

Finance of America is committed to providing equal employment opportunities.