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Client Management Director
Selene Finance LP. Serve as the primary executive point of contact for assigned clients and foster long-term partnerships.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, strategic account oversight, and mortgage servicing operations, with a strong focus on revenue growth and client retention. Proven ability to lead teams, develop client engagement strategies, and ensure compliance with regulatory requirements.
Highest-signal resume keywords
Client Relationship ManagementMortgage Servicing OperationsStrategic Account ManagementRevenue Growth InitiativesLeadership and Team Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ManagementAccount ManagementPerformance Metrics AnalysisRegulatory ComplianceOperational ImprovementBusiness Review LeadershipCross-Selling StrategiesUpselling TechniquesClient OnboardingContractual Obligations Management
Soft Skills
Exceptional CommunicationPresentation SkillsNegotiation SkillsRelationship BuildingAnalytical Problem-Solving
Tools & Technologies
CRM PlatformsReporting PlatformsClient Management Tools
Certifications & Qualifications
Bachelor's Degree in BusinessMBA or Advanced Business Degree (Preferred)
Industry Keywords
Financial ServicesMortgage ServicingInvestor RequirementsGSEsSubservicing Organizations
About the role
Key responsibilities & impact- Serve as the primary executive point of contact for assigned clients and foster long-term partnerships.
- Understand client business objectives, operational priorities, and strategic initiatives.
- Lead recurring business reviews, governance meetings, and executive-level discussions.
- Manage client expectations and resolve escalated issues.
- Identify cross-selling, upselling, and additional servicing solution opportunities.
- Collaborate with Business Development and Executive Leadership on client retention and revenue growth.
- Develop account plans aligned with client objectives and Selene's strategy.
- Monitor industry trends, client challenges, and market opportunities.
- Partner with Servicing, Default, Operations, Compliance, Technology, Finance, and other departments to ensure service delivery.
- Drive continuous improvement using client feedback, operational metrics, and service performance data.
- Ensure service-level agreements, contractual obligations, and performance expectations are met.
- Oversee client onboarding and transition activities.
- Develop client engagement and communication strategies.
- Lead, mentor, and develop Client Relationship Managers and other client-facing professionals.
- Establish performance objectives, monitor metrics, and provide coaching and feedback.
- Support succession planning and talent development.
- Ensure client interactions, reporting, and servicing activities comply with regulatory requirements, investor guidelines, contractual obligations, and company policies.
- Work with Compliance and Risk Management to identify, escalate, and mitigate client-related risks.
- Maintain accurate client documentation in CRM systems and reporting platforms.
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
- 8+ years of progressive experience in client relationship management, account management, mortgage servicing, financial services, or a related industry.
- Demonstrated success managing complex enterprise client relationships and strategic accounts.
- Strong understanding of mortgage servicing operations, investor requirements, servicing performance metrics, and regulatory expectations.
- Exceptional communication, presentation, negotiation, and relationship-building skills.
- Strong analytical and problem-solving abilities with experience leveraging performance data to drive decision-making.
- Experience utilizing CRM platforms and client management tools.
- Preferred: MBA or other advanced business degree.
- Preferred: Mortgage servicing industry experience with banks, servicers, investors, GSEs, or subservicing organizations.
- Preferred: Experience leading executive business reviews and managing C-level client relationships.
- Preferred: Proven track record of revenue growth, client retention, and account expansion initiatives.
- Preferred: Prior leadership experience managing and developing client-facing teams.
Benefits
Comp & perks- Paid Time Off (PTO)
- Medical, Dental & Vision
- Employee Assistance Program
- Flexible Spending Account
- Health Savings Account
- Paid Holidays
- Company paid Life Insurance
- Matching 401(k) Plan