Client Manager-Mortgage Technology Relationship Manager

Company: First American
Location: Idaho Falls
Posted on: January 9, 2021

Job Description:

Docutech, A First American Company, offers a wide range of document technology solutions for mortgage, home equity and consumer lending, including document generation, eDelivery, eSign and print fulfillment. Our efficient solutions enable lending professionals to produce accurate and compliant loan packages in all 50 states. A career at Docutech means joining First American (NYSE: FAF), a global leader in providing title insurance, settlement services and risk solutions for real estate transactions. First American has been helping customers achieve and protect their dream of homeownership since 1889. People are the key to our continued success, and we invest in diverse talents and backgrounds and empower our teams to achieve more than they could anywhere else. First American has an award-winning culture and has been named to the Fortune 100 Best Companies to Work For-- list for the fifth consecutive year and to more than 50 regional Best Places to Work lists. For more information, please visit www.firstam.comJob SummaryThe Client Management team is responsible for managing client accounts, providing operational and technical client support, and building strong relationships, ensuring client success in utilizing First American products and services. Has a strong technical aptitude which is used to troubleshoot and solution a wide range of issues and is the central point of contact between extended internal support teams and clients, which include large lenders.The Client Manager provides operational and technical client support for daily management of client relationships.Essential Functions

• Establish productive, professional relationships with key contacts in assigned client accounts.
• Partner with senior members on assigned team for the daily management of the client relationship which includes operational and technical client support backed by additional resources.
• Accountable for understanding client system configurations, fields and data mappings, and the support and maintenance of such.
• Analyze MISMO XML Data Files generated from Loan Origination Systems (LOS).
• Support the maintenance, creation & customization of client's document library.
• Proactively assess, clarify, and validate client needs on an ongoing basis.
• Manage, track, and resolve issues submitted via task management platform.
• Troubleshoot and solution client's operational and technical issues, communicating and documenting requirements, testing plans, and projected timelines.
• Successfully complete testing of solutions prior to providing to client.
• Partner with required departments across organization, including support, services and management resources, in order to meet account performance objectives and clients' expectations.
• Works closely with the Client Success Executive (CSE) team to ensure client satisfaction and problem resolution.Job Complexities
  • Works on a wide range of problems where analysis of situations or data requires a review of a variety of factors
  • Acts in an advisory capacity, influencing and making recommendations which may have a bearing on the conduct of the business segment
  • Exercises judgment within defined procedures and practices to determine appropriate action. Has the creative latitude to work outside policy and develop new solutionsSupervision Received or Extended
    • No responsibility for the supervision of othersKnowledge and Skills/Technology Used
      • Excellent verbal and written communication skills
      • Experience with MISMO XML Data Files and Loan Origination Systems
      • Strong analytical and organizational skills
      • Strong technical aptitude
      • Ability to work in a fast-paced environment while meeting deadlines and deliver high quality resultsTypical Education
        • Generally requires BA/BS Degree or equivalent work experienceTypical Range of Experience
          • Typically has 5+ years of directly related experience; Mortgage industry experience preferredFirst American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.

Keywords: First American, Idaho Falls , Client Manager-Mortgage Technology Relationship Manager, Executive , Idaho Falls, Idaho