Client Services Coordinator

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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.
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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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 on time completion
  • Assist in managing Client Services inbox

Qualifications and Skills

  • Bachelor’s degree with 3.0 GPA or equivalent 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

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment, including electronic keyboard, mouse and telephone.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

While performing duties of this job, the employee is regularly required to talk on the phone and listen to customers. He/she may be required to sit and review information on a computer screen for long periods of time as well as perform repetitive motions of the hands and wrist related to writing and typing at an electronic keyboard.

This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

This is a full-time position; extended work hours and/or overtime may be required as dictated and/or approved by management and business needs.

Job Type: Full-time

Location: Dallas, TX
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