CMG Financial Careers

Description

The Client Success Expert (CSE) provides direct support to both the sales team and the customer on a daily basis. Their scope includes knowledge and understanding of sales cycle, scenario questions, pricing, guidelines, structure loans, answer program questions & provide training. Individual will sometimes visit clients in the field with the Account Executives (AEs) and manage pipeline if needed.

ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to:

• Answers questions concerning policies, procedures, products, technical questions, and loan scenarios, etc.
• Diagnose and resolve escalated relationship issues by collaborating with sales and operation partners.
• Works closely with sales team to meet assigned delivery channel objectives and goals.
• Proactively evaluate client performance and determine opportunities for improvement; make recommendations to Account Executive managing the relationship.
• Provide customized training (new client and on-going training) that fit the customer’s need with the objective of creating an efficient relationship for both CMG and the client. The training will include (but not limited to) product training, procedure and policy education, systems training.
• Possess a full understanding of service capabilities, best practices, guidelines, scenario questions and pricing.
• Build and maintain one‐on‐one customer relationships via phone, email, and onsite engagements.
• Provide supervision oversight and sales support to individuals in the AE role as needed or as requested which may include participation in various stages of the sale such as the initial presentation, closing and any necessary follow up with customer.

• 2+ years in mortgage industry
• Experience in an Account Manager or similar role preferred
• In depth knowledge of agency and regulatory guidelines
• Knowledge of origination, processing, insuring, and underwriting procedures
• Proven ability to communicate and negotiate within predetermined level of authority with internal departments as well as external customers.
• Proficient in Microsoft suite of product; Outlook, Word, Excel, PowerPoint etc.
• Ability to work in a fast paced fluid environment.
• Excellent communication skills both written and verbal.
• High level of integrity and confidentiality required.

SUPERVISORY RESPONSIBILITIES: Direct Reports: N/A

PHYSICAL and ENVIRONMENTAL CONDITIONS:

COMPENSATION: CMG pays a competitive base which ranges from $55,000.00 - $60,000.00 plus bonus. Factors that affect base salary may include: overall mortgage experience, number of years worked in mortgage industry, types of roles performed, computer skills, customer service experience specific to working with mortgage lenders, and education.

CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected].

CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company’s gift to CMG Financial and may be forwarded to our recruiters for their attention.