B2B Client Services Representative

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APPLICANT’S CERTIFICATION AND AGREEMENT
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.
I understand that, if employed, falsified statements of any kind or omissions of facts called for on this application shall be considered sufficient basis for dismissal.
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: B2B 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 B2B Client Services Supervisor
  • 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
  • Prepare and organize assessment requests for onsite and remote client reviews / audits
  • 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 client request and directives
  • Facilitate new client implementations and servicing transfers
  • Distribute information throughout the organization and to its clients ensuring proper implementation and timely completion
  • Provide internal management with appropriate feedback from all communications with potential and existing clients
  • Utilize department’s system-of-record to track numerous work request ensuring ontime completion
  • Assist in managing Client Services inbox

Qualifications and Skills

  • Bachelor’s degree with 3.0 GPA or equivilant work experience
  • Finance or Accounting degree preferred
  • Two (2) years business-to-business experience preferred
  • Two (2) years experience in mortgage servicing, consumer debt collections, or other financial services industries 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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Apply at: https://rtrjobs.hiringthing.com/job/67524/b2b-client-services-representative