Jobs and Careers
FI
Client Relations Manager
First AmericanSanta Ana, United Statesfull_timeVerifiedPosted 27 Mar 2025
💰 $83,600/yr($62,700/yr – $83,600/yr)
About the role
Who We Are
Join a team that puts its People First! As a member of First American’s family of companies, Data & Analytics is a national provider of property-centric information, analytics, risk management and valuation solutions. First American maintains and curates the industry’s largest property and ownership dataset with over 7 billion document images. Our major platforms and products include: DataTree®, FraudGuard®, RegsData™, TaxSource™ and ACI®. The First American Data & Analytics division boasts more than 20 patents and remains at the forefront of innovation - leveraging technology and data to deliver best-in-class decisioning solutions. Fueled by our industry-leading data and using our technology and proprietary process, our solutions provide lenders, real estate and title companies with actionable insights - enabling them to make better, increasingly automated, decisions. With offices in all major metropolitan areas, including California and New York, DNA teams work collaboratively from across the country. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.What We Do
Acts as the primary interface between the company and Client, post Sales Force interaction monitoring client transactionsfrom order placement through recording, policy and billing to ensure a positive experience. Focused on building and
maintaining strong relationships with the client, operations and sales. Identifies potential business opportunities. Works with
client management, sales and operations to prioritize and integrate those opportunities into the account plan.
What You'll Do
- Maintains consistent contact to ensure the client is informed of all aspects of their business.
- Establish and facilitate weekly/monthly/quarterly calls to review current volume, anticipated volume increases, service levels, process changes, new or on-going service issues and service successes.
- Request items for discussion and deliver documented agenda a day prior to scheduled call
- Maintain documentation that outlines the client’s organization, interaction history and customized process changes; modifications, enhancements and/or deletions.
- May travel to client locations as requested and accompany Sales and Operations when needed
- Meet with client associates for a firsthand look at their daily operation and document any variances in process. Review those differences with Operations and Sales; updating the written Workflow accordingly.
- Identify potential needs or process improvements that might enhance the client experience and improve overall performance
- Create an Action Plan to document recurring or unresolved service issues for each individual client. Review internally with Operations updating weekly. Follow-up on late and/or incomplete items.
- Document any written or verbal concerns shared by a borrower/customer on a Complaint Log and provide in a report as requested by the client (the frequency may vary)
- Meet with the Client, Sales and Operations as a catalyst to understand the needs and expectations for any new business.
- Monitor reports to ensure all processes and workflows are accurate.
- Schedule client specific reports and system notifications as needed. Review with the client to ensure they understand the information being provided. Modifications and frequency of data will be made as deemed necessary by the client.
- Prepare a weekly summary of prominent issues, including root cause and resolution. The summary will also include items that are still pending resolution with an ETA for completion.
What You'll Bring
Knowledge and Skills/Technology Used
- Must possess thorough knowledge of company’s business unit being represented.
- Excellent written and verbal communication skills required.
- Demonstrated ability to effectively manage priorities as well as effective time management.
- Strong knowledge of MS Office applications and title/escrow related software to create/update documents and
- spreadsheets containing formulas and formatting.
- Knowledge
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