Head Of Client Support-credit & Loan Platform

Broadridge Business Process Outsourcing LLC

Multiple Locations
Base: $160,000-$180,000 usd; bonus/equity: bonus e...
Hybrid
Technical trade and application support
Portfolio and loan management inquiries
Cloud-based proprietary software
Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software

Job Summary

  • Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
  • Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
  • Monitor team performance with KPIs in Salesforce and sentiment analysis in Power BI.

Matching Summary

Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.

Salary

Base: $160,000-$180,000 USD; Bonus/Equity: Bonus Eligible; Benefits: Comprehensive benefit offerings

Skills & Requirements

Must-have

  • Technical trade and application support
  • Portfolio and loan management inquiries
  • Cloud-based proprietary software
  • Front-to-back office issue research
  • Client experience management
  • Liaison between client and internal departments
  • Prioritize multiple client inquiries with SLAs

Nice-to-have

  • Passion for client service and technology
  • Collaborative environment
  • AI initiatives and data strategies
  • Develop strategic plans for multiple regions

Key Requirements

  • 5-8 years professional work experience
  • Degree in finance, accounting, analytics, technology, or related field
  • Proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter