What are the responsibilities and job description for the Bilingual Account Manager position at CountryPlace Mortgage - A Cavco Company?
ABOUT THE ROLE
CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Bilingual Account Manager to help grow our Servicing Department. This in-person role is in our Plano, TX office. The Bilingual Account Manager is responsible for communicating with customers directly to provide account resolution options based on their ability and needs. The Bilingual Account Manager is expected to handle all customer questions, inquiries, and objections with patience, professionalism and ease. The Account Manager must represent our clients in the most genuine, personable way to drive exceptional customer experience.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Provide an exceptional customer experience
- Negotiate repayment and financial plans
- Educate clients on resolution options
- Resolve financial discrepancies
- Counsel borrowers on options for meeting their obligations
- Inform customers of their payment status and timelines for repayment
- Address questions, complaints, or suggestions
- Document systems with all activities and communications
- Ability to adjust work and thought process to accommodate multiple investor guidelines
- Responsible for meeting and exceeding budget
- Make contact with relevant parties via phone calls
- Employ a strong sense of urgency and ownership
- Demonstrate a professional work ethic in all facets of completing work duties
- Perform other duties and special projects as assigned
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
- Effective verbal and written communication skills
- Ability to identify and resolve problems in a timely manner
- Effective decision-making, customer service and problem-solving skills
- Strong organizational and time management skills
- Ability to work independently
- Strong attention to detail and accuracy
- Ability to work effectively in a team environment
MINIMUM QUALIFICATIONS
- Bachelor's degree required, in Finance, Accounting, or Business
- Working knowledge of Microsoft office
- Bilingual (English/Spanish)
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.
Education
Required- Bachelors or better in Finance or related field
Skills
Required- Written Communication Skills
- Verbal Communication Skills
- Organizational Skills
- Time Management
- Customer Service
- Attention to Detail
- Microsoft Word
- Microsoft Excel