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Client Services Specialist

  • Canada

Full-time

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Job details

Job type
Full-time
Posting language
English
Posted

Original job description

Job Title: Client Services Specialist ( Bilingual-English and French)

Location : Ontario, Canada

Department: Valuations

Company URL: http://www.solidifi.com

About The Role

The Client Services Specialist is responsible for supporting and contributing to the management and strategic direction of our client-driven business. Expectations include ensuring customer needs are met or exceeded through excellent service, proactive communication, operational delivery, and leadership. Specialists communicate directly with external partners and clients, while also collaborating with management on opportunities to grow client business.

Responsibilities

  • Daily interaction with company clients (banks and mortgage companies) and external business partners
  • Ensure client service levels are achieved with timely execution of daily tasks
  • Work with internal partners and management to identify potential issues and provide resolution
  • Proactively monitor day-to-day valuation orders via email, phone, and/or through our internal management platforms to ensure milestones are achieved during the valuation lifecycle
  • Deliver consistent and thorough client communication and messaging
  • Assist with client deployments, including client training, documentation, and facilitate new user/lender set-up
  • Support the development and growth of client relationships through strategic execution with individual lenders
  • Exemplify leadership and proactivity to ensure escalation and resolution in a timely manner
  • Other duties and projects as assigned

Skills And Expertise

  • Bilingual (English & French)
  • High School Diploma required, post- secondary education preferred
  • Some experience/knowledge of the mortgage banking, real estate, or appraisal management industry a plus
  • Incredible attention to detail and sound decision-making skills
  • Customer service, leadership, sales, and communication abilities
  • Excellent written and oral communication skills
  • Competency in basic computer skills and applications
  • Ability to work independently as well as in a fast-paced team environment

The above statements are intended to describe the general nature and level of the work being performed by people assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties, and skills required.

About Solidifi

Solidifi is a leading network management services provider for the residential lending industry. Our platform combines proprietary technology and network management capabilities with tens of thousands of independent qualified field professionals to create an efficient marketplace for the provision of mortgage lending services. We are a leading independent provider of residential real estate appraisals and title, and settlement services. Our clients include top 100 mortgage lenders in the U.S. and some of the largest banks and insurance companies in North America. Solidifi is a wholly owned subsidiary of Real Matters (TSX: REAL). Visit www.solidifi.com for more information and stay connected with our latest news on LinkedIn .

Equal Opportunity Employer

Solidifi is an Equal Opportunity Employer; applicants are considered for all roles without regard to race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need. Please advise us at any point during the recruitment and selection process if you require accommodation. Solidifi is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.
More about this job

Responsibilities

Manage daily client and partner interactions, monitor valuation orders and milestones, and ensure service levels through timely execution and clear communication. Collaborate with internal teams and management to resolve issues, support client deployments and training, and help develop client relationships.

Requirements

Bilingual English and French communication skills and a high school diploma are required; post-secondary education is preferred. Relevant industry knowledge is a plus, along with strong customer service, communication, leadership, attention to detail, decision-making, and basic computer skills.

Skills

  • Bilingual Communication
  • Customer Service
  • Written Communication
  • Oral Communication
  • Attention To Detail
  • Decision-Making
  • Leadership
  • Sales
  • Proactive Communication
  • Issue Resolution
  • Valuation Order Monitoring
  • Client Training
  • Documentation
  • Basic Computer Skills
  • Independent And Teamwork

Visa sponsorship

Not detected in the job text

Categories

  • Customer Service & Support
  • Finance & Accounting
  • Sales
  • Management & Leadership

Keywords

  • Client Services
  • Valuations
  • Mortgage Banking
  • Real Estate
  • Appraisal Management
  • Residential Lending
  • Mortgage Lenders
  • Banks
  • External Business Partners
  • Client Service Levels
  • Valuation Orders
  • Valuation Lifecycle
  • Client Communication
  • Client Deployments
  • Client Training
  • User Setup
  • Lender Setup
  • Client Relationships
  • Issue Resolution
  • Escalation Management
  • Internal Management Platforms
  • Operational Delivery
  • English
  • French

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