Senior Specialist, Client Services

Job description

Accountabilities: Prepare and deliver accurate trade reporting and client-facing documentation according to established schedules and service level agreements. Review trade-level reports to ensure projects and loan-related tasks are progressing efficiently and accurately. Coordinate with internal operational, reconciliation, and chain teams to resolve issues related to assigned client portfolios. Research, evaluate, and resolve loan-level discrepancies, escalations, and reporting inconsistencies. Validate collateral documentation, chain of assignments, Allonges, and related mortgage records for completeness and compliance. Manage urgent or one-off requests involving document creation, retrieval, recording, or cancellation while maintaining clear communication with clients. Retrieve and upload mortgage document images into internal systems while coordinating timelines and tracking task completion. Perform quality control reviews of workflows and support ongoing monitoring and escalation of deadlines and deliverables. Requirements: Bachelor’s degree in a related field or equivalent combination of education and professional experience. Minimum of 3 years of experience reviewing, assessing, and curing mortgage collateral documents. Prior experience in client services support or mortgage operations environments strongly preferred. Solid understanding of mortgage-related documentation, reporting processes, and loan servicing operations. Advanced Microsoft Excel skills, including pivot tables, lookups, and data manipulation functions. Proficiency with Microsoft Office tools including Excel, Word, and Outlook. Excellent attention to detail with strong data entry accuracy and document review capabilities. Strong written and verbal communication skills with the ability to compose professional client correspondence independently. Ability to conduct independent research, solve escalated issues, and make informed task-level decisions. Highly organized, self-motivated, and capable of managing multiple priorities in a deadline-driven environment. Demonstrated collaboration, customer service, and interpersonal skills. Ability to work flexible hours or overtime when required to meet client timelines. Benefits: Competitive salary ranging from $26.00 to $32.00 per hour. Eligibility for discretionary bonus opportunities based on performance and company guidelines. Comprehensive medical, dental, and vision insurance plans. Life and disability insurance coverage. 401(k) retirement savings plan. Paid time off and company-paid holidays. Fully remote work environment within the United States. Opportunities for professional development and long-term career growth. Collaborative and inclusive workplace culture focused on innovation and teamwork. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Specialist, Client Services in United States. This role offers an exciting opportunity for a detail-oriented professional to support complex trade management and mortgage collateral operations within a fast-paced, client-focused environment. You will play a critical role in ensuring the accuracy, integrity, and timely delivery of reporting and documentation across multiple client portfolios. Working cross-functionally with operational and reconciliation teams, you will help resolve loan-level issues, manage high-priority requests, and contribute to operational excellence. The position is ideal for someone who thrives under deadlines, enjoys problem-solving, and takes pride in delivering exceptional client service. With exposure to real estate finance operations and opportunities for growth, this remote role combines collaboration, autonomy, and impact in a dynamic industry setting.