Senior Specialist, Client Services

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.

• 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.