Client Services Representative

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I hereby certify that the facts set forth in the above employment application are true and complete to the best of my knowledge and authorize Real Time Resolutions, Inc. to verify their accuracy and to obtain reference information on my work performance. I hereby release Real Time Resolutions, Inc. from any/all liability of whatever kind and nature which, at any time, could result from obtaining and having an employment decision based on such information.
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I understand that should an employment offer be extended to me and accepted that I will fully adhere to the policies, rules and regulations of employment of the Employer. However, I further understand that neither the policies, rules, regulations of employment or anything said during the interview process shall be deemed to constitute the terms of an implied employment contract. I understand that any employment offered is for an indefinite duration and at will and that either I or the Employer may terminate my employment at any time with or without notice or cause.

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Position: Client Services Representative

Location: Dallas, TX

Classification: Exempt

Reports to:  Manager of Client Services

Compensation: Competitive Salary

Benefits: Medical, Dental, & Disability Benefits Paid 100% for Full Time Employees

Hours: Full-time

Travel: None

Essential Functions

  • Reports to Manager of Client Services
  • Work with subject matter experts within the company to ensure accuracy in responding to client requests
  • Work closely with various departments to provide thorough and accurate responses to formal requests for information (RFIs) and requests for proposals (RFPs) from existing and prospective clients
  • Create presentations to strengthen client meetings using Microsoft Office
  • Prepare and organize assessment requests for client remote and onsite reviews
  • Coordinate, participate and document meetings and conference calls, and handle daily communication with potential and existing clients
  • Track and follow up on tasks associated with new and existing business opportunities
  • Work closely with Business Development to coordinate account placements when new business has been awarded
  • Distribute information throughout the organization and ensure proper implementation
  • Provide internal management with appropriate feedback from all communications with potential and existing clients
  • Assist in managing Client Services inbox

Qualifications and Skills

  • Bachelor’s degree with 3.0 GPA or Higher required
  • Finance or Accounting degree preferred
  • Two (2) years’ experience in mortgage servicing preferred
  • Advanced knowledge of Microsoft Office: Word and Excel
  • Excellent time management skills and ability to work well under pressure
  • Communicate effectively and concisely with all levels of personnel both verbally and in writing
  • Detail oriented with the ability to work independently and within deadlines
  • Effectively prioritize a variety of tasks simultaneously
  • Self-motivated team player with strong organizational skills
  • Poise and professionalism in social settings
  • Ability to maintain confidentiality
Location: Dallas, TX
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