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Client Relations Specialist
First American. Manage day-to-day client communications via email, phone, and virtual meetings .
Posted 10/16/2026full-timeRemote • South Carolina • United StatesMid-LevelSenior💰 $58,425 - $77,875 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in mortgage servicing and client relations, with a strong focus on managing client communications, coordinating document requests, and enhancing operational efficiency. Proficient in problem-solving and maintaining accurate records while collaborating across departments to meet service level expectations.
Highest-signal resume keywords
Mortgage Servicing ExperienceClient Relations ManagementDocument CoordinationCommunication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Servicing ProcessesLoan Servicing DataDocumentation ManagementProblem-Solving AbilitiesRequest Pipeline Management
Soft Skills
Attention to DetailCollaboration SkillsProfessional Communication
Tools & Technologies
MSPServicing Platforms
Industry Keywords
Mortgage OperationsClient SupportAccount ManagementServicing Support
About the role
Key responsibilities & impact- Manage day-to-day client communications via email, phone, and virtual meetings
- Facilitate and track loan-level inquiries and servicing-related requests from clients
- Coordinate document requests, including servicing records, loan documentation, and reporting materials
- Work cross-functionally with servicing operations, compliance, investor reporting, and other internal departments
- Monitor and manage request pipelines to ensure service level expectations are met
- Maintain accurate records of client communications, requests, and resolutions
- Proactively identify potential client concerns and work toward timely resolution
- Support additional client relations initiatives and team projects
- Contribute to process improvements that enhance client service and operational efficiency
Requirements
What you’ll need- 5+ years of experience in mortgage servicing or related mortgage operations roles
- Strong understanding of mortgage servicing processes, loan servicing data, and documentation
- Proven experience working directly with clients in a professional service or account support role
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to manage multiple client requests simultaneously
- High attention to detail and strong problem-solving abilities
- Ability to collaborate across departments and escalate issues appropriately
- Prior experience in client relations, account management, or servicing support roles within the mortgage industry
- Familiarity with servicing platforms such as MSP or similar systems
- Experience coordinating document fulfillment or loan-level data requests
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- PTO/paid sick leave
- Employee stock purchase plan
- Inclusive, people-first workplace culture
- Equal opportunity employment