Operations Account Manager - Hybrid

SWBC is seeking a talented individual to provide a high level of project support for the Account Management Team by performing client request follow-ups, special projects, analysis of systemic problems (procedural, functional, system change, training), and the like.

Why you'll love this role:

In this role you will have the opportunity to engage with a wide variety of clientele both internal and external. As the product knowledge expert, you will be able to enjoy the satisfaction of sharing information with our financial institution partners. You will celebrate success as you assist our clients in achieving their goals. In addition, you will enjoy camaraderie, company culture, goal- oriented leadership and work-life balance. Best of all you will love knowing your ideas are encouraged and valued.

Essential duties include the following:

• Directs and oversees the Operations Account Management Team ensuring they have the guidance and leadership to be successful; ultimately meeting service level expectations.
• Develops and implements short- and long-term strategies for client retention and growth while ensuring the Operations Account Management Team delivers cost-efficient, world class service.
• Ensures the Operations Account Managers meet the ongoing needs of clients and prospects while accomplishing individual retention goals.
• Fosters a sense of urgency, professionalism, and execution within the Team that establishes a new level of expected customer service performance.
• Works with Senior and Executive Level Management on key initiatives and projects in support of growth and client retention.
• Collaborates with key cross-functional senior stakeholders in pricing, product, operations, marketing and innovation.
• Responsible for managing strategically important clients to include client visits to ensure client satisfaction.
• Networks across SWBC and client organizations to establish relationships with key decision makers network across an organization; establish relationships with key decision makers.
• Drives continuous improvement of loan risk management strategies through updating internal processes and implementing best practices.
• Performs other duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor's Degree in Business, Management, Marketing, or related field or equivalent work experience.
• At least two (2) years in client relationship management and overall project management skills or related experience.
• Strong account management and skills in optimizing processes.
• Proficient in mortgage servicing system applications such as LPS, FiServ, and the like.
• Excellent interpersonal and communication (both written and oral) skills.
• Excellent project oversight, organizational, and time management skills.
• Excellent client-focus or customer service skills and presentation skills.
• Working knowledge of personal computers to include MS Word, Excel and the Internet.
• Ability to use basic office equipment to include copies and/or fax machines.
• Able to sit for long periods of time while managing and/or monitoring product implementation and the like.
• Able to lift, push, or pull 10 - 20 lbs. of related documents.
• Able to stoop, kneel, or stand to retrieve files or other documents.
• Able to travel locally, state-wide, and/or nationally.

SWBC offers*:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Emerging Professionals and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.