10,331 Client Analyst jobs in the United States

Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa's network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients. What we expect, day to day. The Analyst will be responsible for supporting the delivery of projects and solutions with Financial Institutions, Issuers, Merchants, etc. This person will collaborate on challenging projects, provide analysis and initiatives, proactively seek existing opportunities, thereby ensuring that Visa Consulting & Analytics is the preferred advisory partner. Typical projects may include: How does a financial institution increase market share in consumer credit cards? How should a credit card issuer use emerging technology to acquire the best customers? How does a financial institution grow their credit card portfolio while mitigating credit risk? How does a financial institution optimize their product offering? How should a credit card issuer use digital and emerging technology to acquire and retain the best customers? Specific Responsibilities include: Support a team of experienced professionals in delivering strategic consulting services to key Visa clients. Complete detailed analysis on client data and identify preliminary trends and themes in the data with some guidance. Conduct market research and data analysis to identify insights in the payment industry. Support the development of client-specific presentations by adapting templates for unique client scenarios and needs. Support senior consultants in developing and delivering high-quality advisory solutions to clients, such as business strategy, product development & pricing, customer segmentation and customer experience improvement. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Prior payment consulting experience at large management consulting firm or as a leader of large Issuer Prior people leadership experience Experience working with financial indicators to measure business performance Strong analytical skills, with demonstrated intellectual and analytical rigor Self-motivated, results oriented individual with the ability to handle numerous projects concurrently Knowledge and understanding of banking operations and/ or payment schemes, including products & services, business systems and processes, marketing initiatives and card acquiring experience Skilled at using presentation, data visualization, and pyramid-principle storytelling to help clients make the best, fact-based decisions for their business Excellent communication and project management skills Technology mindset, curious, up-to-date with digital trends and applications Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 89,900 to 149,550 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

• Learn all aspects of the business process, key performance drivers, and operational report metrics.
• Gain expert knowledge of the operational systems and utilization within the business process.
• Gather and document client/investor servicing requirements.
• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.
• Ensure required documents, approvals and instructions are in place for relationship servicing.
• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.
• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.
• Ensure account documentation is up-to-date and accurate.
• Participate in project communications, training materials, and business procedures/documentation.
• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
• Assist with change management and process improvement.
• Analyze portfolio performance and recommend opportunities for improved service delivery.
• Evaluate process recommendations received from internal departments and determine appropriate corrective action.
• Propose solutions for any potential reputational exposure or related service issues.
• Maintain compliance with CMS policies and procedures.
• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
• Independently manage assigned counterparty relationship(s) with limited reliance on management.
• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.
• Applies critical thinking to develop solutions with problem solving skills.
• Actively participate in investor presentations with Senior Management.
• Excellent verbal and written communication skills
• Excellent internal/external customer facing skills
• Knowledge of various loan servicing operations preferred.
• Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results.
• Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington's Counterparties, to include longstanding clients in addition to the support of new acquisitions.
• Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.
• Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications
• Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision
• Familiarity with MortgageServ/Fiserv or comparable system preferred
• Ability to work in a project environment and have awareness of the project management lifecycle
• Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations
• Ability to adhere to strict confidentiality requirements
• Ability to understand complex problems and to collaborate and explore alternative solutions
• Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit
• Ability to organize, forecast and prioritize work schedules of others on long-term basis
• Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy
• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly
• Ability to work independently under limited supervision
• Occasional travel may be required

• High school diploma or equivalent work experience; Bachelor's degree preferred.
• Experience in relationship management or client services within mortgage servicing or related industry preferred.
• Intermediate analytical and excel experience.
• Project Management skills preferred.
• Mortgage servicing experience is preferred.
• Microsoft certification preferred.

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
• Customized training programs to help you advance your career.
• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
• Educational Reimbursement.
• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

Firm Summary:

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.

Position Summary:

This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.

This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.

Position Responsibilities:
Analysis

• Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients
• Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
• Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
• Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials
• Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns

• Shadow a Senior Client Relationship Manager
  • Observe calls with Clients and Centers of Influence
  • Take notes from client meetings and circulate to the appropriate parties
  • Opportunity to attend certain industry networking and informational events
  • Learn the fundamentals of prospecting, applying these strategies to building one's own book of business

• Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
• Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
• Strong technical and analytical orientation; ability to create financial models in Excel
• Desire to want to grow into a sales professional
• Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
• Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
• Proficiency in Microsoft Office
• Proactive and takes initiative with strong follow through
• Effective business writing skills
• Excellent presentation skills
• Positive, can-do attitude

• Required to work on a computer for a substantial part of the day
• Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
• A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment

• Attractive annual compensation package is commensurate with experience
• Eligible for annual profit sharing bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Come join our amazing team and work remote from home!

Client Relationship Analyst is responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all levels of management (including senior executive levels) and non-management staff in an effort to maintain, support and drive results with respect to mortgage servicing counterparty relationships. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $55,000.00/yr - $60,000.00/yr.

What you'll do:

• Learn all aspects of the business process, key performance drivers, and operational report metrics.

• Gain expert knowledge of the operational systems and utilization within the business process.

• Gather and document client/investor servicing requirements.

• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.

• Ensure required documents, approvals and instructions are in place for relationship servicing.

• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.

• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.

• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.

• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.

• Ensure account documentation is up-to-date and accurate.

• Participate in project communications, training materials, and business procedures/documentation.

• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.

• Assist with change management and process improvement.

• Analyze portfolio performance and recommend opportunities for improved service delivery.

• Evaluate process recommendations received from internal departments and determine appropriate corrective action.

• Propose solutions for any potential reputational exposure or related service issues.

• Maintain compliance with CMS policies and procedures.

• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.

• Independently manage assigned counterparty relationship(s) with limited reliance on management.

• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.

• Applies critical thinking to develop solutions with problem solving skills.

• Actively participate in investor presentations with Senior Management.

• Excellent verbal and written communication skills

• Excellent internal/external customer facing skills

• Knowledge of various loan servicing operations preferred.

• Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results.

• Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington's Counterparties, to include longstanding clients in addition to the support of new acquisitions.

• Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.

• Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications

• Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision

• Familiarity with MortgageServ/Fiserv or comparable system preferred

• Ability to work in a project environment and have awareness of the project management lifecycle

• Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations

• Ability to adhere to strict confidentiality requirements

• Ability to understand complex problems and to collaborate and explore alternative solutions

• Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit

• Ability to organize, forecast and prioritize work schedules of others on long-term basis

• Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy

• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly

• Ability to work independently under limited supervision

• Occasional travel may be required

What you'll need:

• High school diploma or equivalent work experience; Bachelor's degree preferred.

• Experience in relationship management or client services within mortgage servicing or related industry preferred.

• Intermediate analytical and excel experience.

• Project Management skills preferred.

• Mortgage servicing experience is preferred.

• Microsoft certification preferred.

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: .

What We Offer:

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

• Customized training programs to help you advance your career.

• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.

• Educational Reimbursement.

• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

Come join our amazing team and work remote from home!

Client Relationship Analyst is responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all levels of management (including senior executive levels) and non-management staff in an effort to maintain, support and drive results with respect to mortgage servicing counterparty relationships. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $55,000.00/yr - $60,000.00/yr.

What you'll do:

• Learn all aspects of the business process, key performance drivers, and operational report metrics.

• Gain expert knowledge of the operational systems and utilization within the business process.

• Gather and document client/investor servicing requirements.

• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.

• Ensure required documents, approvals and instructions are in place for relationship servicing.

• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.

• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.

• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.

• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.

• Ensure account documentation is up-to-date and accurate.

• Participate in project communications, training materials, and business procedures/documentation.

• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.

• Assist with change management and process improvement.

• Analyze portfolio performance and recommend opportunities for improved service delivery.

• Evaluate process recommendations received from internal departments and determine appropriate corrective action.

• Propose solutions for any potential reputational exposure or related service issues.

• Maintain compliance with CMS policies and procedures.

• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.

• Independently manage assigned counterparty relationship(s) with limited reliance on management.

• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.

• Applies critical thinking to develop solutions with problem solving skills.

• Actively participate in investor presentations with Senior Management.

• Excellent verbal and written communication skills

• Excellent internal/external customer facing skills

• Knowledge of various loan servicing operations preferred.

• Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results.

• Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington's Counterparties, to include longstanding clients in addition to the support of new acquisitions.

• Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.

• Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications

• Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision

• Familiarity with MortgageServ/Fiserv or comparable system preferred

• Ability to work in a project environment and have awareness of the project management lifecycle

• Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations

• Ability to adhere to strict confidentiality requirements

• Ability to understand complex problems and to collaborate and explore alternative solutions

• Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit

• Ability to organize, forecast and prioritize work schedules of others on long-term basis

• Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy

• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly

• Ability to work independently under limited supervision

• Occasional travel may be required

What you'll need:

• High school diploma or equivalent work experience; Bachelor's degree preferred.

• Experience in relationship management or client services within mortgage servicing or related industry preferred.

• Intermediate analytical and excel experience.

• Project Management skills preferred.

• Mortgage servicing experience is preferred.

• Microsoft certification preferred.

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: .

What We Offer:

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

• Customized training programs to help you advance your career.

• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.

• Educational Reimbursement.

• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

Come join our amazing team and work remote from home!

Client Relationship Analyst is responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all levels of management (including senior executive levels) and non-management staff in an effort to maintain, support and drive results with respect to mortgage servicing counterparty relationships. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $55,000.00/yr - $60,000.00/yr.

What you'll do:

• Learn all aspects of the business process, key performance drivers, and operational report metrics.

• Gain expert knowledge of the operational systems and utilization within the business process.

• Gather and document client/investor servicing requirements.

• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.

• Ensure required documents, approvals and instructions are in place for relationship servicing.

• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.

• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.

• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.

• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.

• Ensure account documentation is up-to-date and accurate.

• Participate in project communications, training materials, and business procedures/documentation.

• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.

• Assist with change management and process improvement.

• Analyze portfolio performance and recommend opportunities for improved service delivery.

• Evaluate process recommendations received from internal departments and determine appropriate corrective action.

• Propose solutions for any potential reputational exposure or related service issues.

• Maintain compliance with CMS policies and procedures.

• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.

• Independently manage assigned counterparty relationship(s) with limited reliance on management.

• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.

• Applies critical thinking to develop solutions with problem solving skills.

• Actively participate in investor presentations with Senior Management.

• Excellent verbal and written communication skills

• Excellent internal/external customer facing skills

• Knowledge of various loan servicing operations preferred.

• Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results.

• Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington's Counterparties, to include longstanding clients in addition to the support of new acquisitions.

• Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.

• Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications

• Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision

• Familiarity with MortgageServ/Fiserv or comparable system preferred

• Ability to work in a project environment and have awareness of the project management lifecycle

• Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations

• Ability to adhere to strict confidentiality requirements

• Ability to understand complex problems and to collaborate and explore alternative solutions

• Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit

• Ability to organize, forecast and prioritize work schedules of others on long-term basis

• Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy

• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly

• Ability to work independently under limited supervision

• Occasional travel may be required

What you'll need:

• High school diploma or equivalent work experience; Bachelor's degree preferred.

• Experience in relationship management or client services within mortgage servicing or related industry preferred.

• Intermediate analytical and excel experience.

• Project Management skills preferred.

• Mortgage servicing experience is preferred.

• Microsoft certification preferred.

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: .

What We Offer:

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

• Customized training programs to help you advance your career.

• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.

• Educational Reimbursement.

• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

Come join our amazing team and work remote from home!

Client Relationship Analyst is responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations activities. Work with all levels of management (including senior executive levels) and non-management staff in an effort to maintain, support and drive results with respect to mortgage servicing counterparty relationships. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $55,000.00/yr - $60,000.00/yr.

What you'll do:

• Learn all aspects of the business process, key performance drivers, and operational report metrics.

• Gain expert knowledge of the operational systems and utilization within the business process.

• Gather and document client/investor servicing requirements.

• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.

• Ensure required documents, approvals and instructions are in place for relationship servicing.

• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.

• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.

• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.

• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.

• Ensure account documentation is up-to-date and accurate.

• Participate in project communications, training materials, and business procedures/documentation.

• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.

• Assist with change management and process improvement.

• Analyze portfolio performance and recommend opportunities for improved service delivery.

• Evaluate process recommendations received from internal departments and determine appropriate corrective action.

• Propose solutions for any potential reputational exposure or related service issues.

• Maintain compliance with CMS policies and procedures.

• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.

• Independently manage assigned counterparty relationship(s) with limited reliance on management.

• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.

• Applies critical thinking to develop solutions with problem solving skills.

• Actively participate in investor presentations with Senior Management.

• Excellent verbal and written communication skills

• Excellent internal/external customer facing skills

• Knowledge of various loan servicing operations preferred.

• Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results.

• Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington's Counterparties, to include longstanding clients in addition to the support of new acquisitions.

• Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.

• Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications

• Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision

• Familiarity with MortgageServ/Fiserv or comparable system preferred

• Ability to work in a project environment and have awareness of the project management lifecycle

• Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations

• Ability to adhere to strict confidentiality requirements

• Ability to understand complex problems and to collaborate and explore alternative solutions

• Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit

• Ability to organize, forecast and prioritize work schedules of others on long-term basis

• Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy

• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly

• Ability to work independently under limited supervision

• Occasional travel may be required

What you'll need:

• High school diploma or equivalent work experience; Bachelor's degree preferred.

• Experience in relationship management or client services within mortgage servicing or related industry preferred.

• Intermediate analytical and excel experience.

• Project Management skills preferred.

• Mortgage servicing experience is preferred.

• Microsoft certification preferred.

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: .

What We Offer:

• Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

• Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

• Customized training programs to help you advance your career.

• Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.

• Educational Reimbursement.

• Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.