Account Manager
- Full time
- Remote IN
- @Ocrolus
Job Detail
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Job ID 1846
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Career Level Manager
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Experience 4-6 Years
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Industry Banking
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Qualifications Degree Bachelor
Job Description
Responsibilities:
- Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
- Identify opportunities to adjust client processes to maximize Ocrolus footprint
- Operate as the central point of contact for assigned customer base
- Coordinate with teammates working on the same account to provide consistent excellent service
- Ensure clients receive requested products and services in a timely fashion
- Communicate client needs, demands and goals to our internal teams
- Collaborate with sales team to reach prospective clients
- Service multiple clients concurrently while consistently meeting deadlines
- Keep records of client transactions
- Forecast and track client account metrics
- Be a vital part in helping not only the team, but the company growQualifications:
- Bachelor’s Degree in business or related field
- 4+ years of Mortgage experience and processes related to Mortgage based companies
- Proven track record of success with upselling, cross-selling and renewals
- Client focused solutions experience
- Ability to communicate client needs with internal teams
- Talent for influencing process change management
- Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
- Growth mindset
Required skills
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August 5, 2024