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Client Experience Coordinator
Allied Solutions. Serve as the primary point of contact for clients and maintain consistent contact to maximize client service and satisfaction .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and communication skills, with a focus on proactive problem-solving and process optimization. Capable of analyzing data to enhance product performance and ensure compliance with industry standards.
Highest-signal resume keywords
Client Relationship ManagementVerbal And Written Communication SkillsProactive Problem-SolvingData AnalysisOrganizational Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data InterpretationLoan-Level AnalysisBilling ProcessesCycle ReportsLender File Processing
Soft Skills
Detail-OrientedSelf-MotivatedAssertiveAdaptabilityTask Prioritization
Tools & Technologies
Process DefinitionLender MaintenanceReports On Demand
Certifications & Qualifications
High School Diploma Or GEDAssociate's Degree Or Vocational Degree Preferred
Industry Keywords
Client ServiceComplianceLoan ServicingQuality StandardsCross-Functional Coordination
About the role
Key responsibilities & impact- Serve as the primary point of contact for clients and maintain consistent contact to maximize client service and satisfaction
- Handle incoming calls professionally
- Manage and escalate client impacts to field and internal loan servicing teams
- Coach clients on best practices, product-specific nuances, and use of company sites
- Present information professionally to clients and internal staff and participate in service calls
- Maintain client-specific business rules and communicate changes to internal business units
- Own communications to prevent escalations
- Analyze loan-level indicators to prevent issues and optimize product performance
- Process and resolve client and field requests related to compliance, reporting, insurance processing, loan status updates, and verification events
- Obtain and interpret data to create and present the client story
- Review client portfolio reporting and work with management to implement process changes
- Maintain quality standards to reduce premium loss and process urgent requests related to state requirements
- Mentor coworkers upon management request and assist with assigned projects
- Ensure significant issues are resolved through cross-functional coordination
- Provide corrective action for loan or setup discrepancies and distribute communications to clients and stakeholders
- Research issues and develop clear, fact-based messaging for clients and internal teams
- Capture qualitative and quantitative client feedback
- Collaborate with internal business units to prevent recurrence of identified issues
Requirements
What you’ll need- 1-2 years of relevant experience preferred
- High School Diploma or GED required
- Associate's Degree, or Vocational or Technical School Degree preferred
- Strong verbal and written communication skills
- Resourceful, assertive, detail-oriented, and highly self-motivated
- Ability to work independently and take ownership of client relationships under minimal supervision
- Effective organizational abilities and task prioritization
- Ability to adapt to change and work independently and as part of a team
- Proactive problem-solving and root-cause analysis
- Ability to multitask while navigating multiple systems
- Ability to navigate and decipher Process Definition, Lender Maintenance, and Reports on Demand
- Basic knowledge of billing processes, cycle reports, and lender file processing
Benefits
Comp & perks- Medical, dental and vision insurance coverage
- 100% company-paid life and disability coverage
- 401k options with company match
- Three weeks PTO by the end of the first year
- Career growth opportunities and promotion from within
- Broad career options within the organization