Cotality
* Serve as the single point of contact for assigned clients.
Act as a point of contact for escalated issues and day to day client administration.
Respond swiftly and effectively to client issues or concerns until a resolution is communicated to the client.* Perform all necessary steps to set up new clients on Cotality systems to ensure a smooth transition.
Conduct client training both at the time of new client onboarding and ongoing through the relationship.* Understand client’s internal operations to provide a customized service that streamlines with their processes.
Recommend new and existing services to help align the client with Cotality functions.
Exercise discretion and independent judgment in interpreting service scope, making exceptions as needed with approval of management.* Establish a regular meeting schedule with each client (once a quarter, monthly, etc.)
Participate in all client meetings and vendor management audits.
Enter notes into tracking tool for each client touch base.* Partner with the Onboarding team as needed for new business to be added to our system.* Partner with accounting on collections as needed, billing adjustments, renewal of TSAs and BEAR pricing.* Partner with sales and product teams on initiatives.
Actively participate in demos to clients.
Act as SME for tax business and technical projects as it relates to clients.
Participate in testing for new or enhanced systems* Support all staff augmentation functions and act as a liaison.
Regularly meet with staff augmentation leadership as well as staff aug clients.* Integrate the Voice of the Customer (VOC) into the Cotality culture by participating with internal teams on projects.
Actively seek out opportunities to participate in brainstorming sessions.* Collaborate with peers, other departments and the client to improve processes and share best practices.* Seek out opportunities to gain more knowledge regarding our clients, products offered by Cotality and how these can best assist our clients.
Partner with national reps for opportunities to enhance your understanding.
Act as a resource for the strategic reps for clarification, as necessary.* Demonstrate expertise for the tax service organization of Cotality.
Partner with national reps to gain additional knowledge regarding products and services offered to our clients.* Understand your clients’ needs and expectations.
Partner for clarification with the national reps.
Be willing to assist our clients in strategic ideas and suggest opportunities that Cotality can help them with.* 2-3 years of Mortgage Industry background or comparable experience* Experience exercising independent problem-solving skills and use of appropriate resources to resolve issues.* Demonstrated strong sense of urgency, knowing when to escalate concerns from a client to the next level of management.* Experience identifying opportunities to improve client satisfaction.* Ability to travel up to 15% to client offices* Willingness to participate in career development by taking local classes, Core Learning classes and show the ability to adapt to change.* Ability to consistently exhibit Cotality's CORE values* Associate or Bachelor's degree preferredCotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. Please navigate to "location" and filter on desired country under the "locations". ex: United States, Canada, United Kingdom, India# We have some exciting news to share with you, CoreLogic will now be called Cotality! Our new brand reflects our commitment to delivering innovative solutions and building deep relationships.Speaking of fresh starts—if you’re thinking about making a change, and you’re someone who wants to work for a growing company with a people-first culture which has earned us Great Place to Work recognitions in six countries, apply today!Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants.If you need reasonable accommodation to complete the on-line application, please contact Talent Acquisition at
careers@cotality.com or 1-866-224-2086.Please include the following information in your email:The specific accommodation you’re requesting to complete an employment application the position you are applying for (job title and/or job number)careers@cotality.com. Please allow up to three business days to receive a response.Please include the following information in your email:*Your organization’s name**Organization’s location(s)**Brief description of your need*Cotality is aware of schemes involving fraudulent job postings on third-party employment search sites and/or individual(s) or entities claiming to be employees of Cotality. Those involved are offering fraudulent employment opportunities to applicants, often asking for sensitive personal and financial information. If you believe you have been contacted by anyone misrepresenting themselves as an employee of Cotality or a Cotality recruiter, please contact Cotality at careers@cotality.com.* Please be advised that all legitimate correspondence from a Cotality employee will come from "@Cotality.com" or "@CoreLogic.com" email accounts.* Cotality will not **interview** candidates via text or email.
Our interviews will be conducted by recruiters and leaders via the phone, zoom/teams or in an in-person format.* Cotality will never ask candidates to make any type of personal financial investment related to gaining employment with the Company.Please click
to view the Cotality Applicant Privacy Statement.By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide. #J-18808-Ljbffr
Act as a point of contact for escalated issues and day to day client administration.
Respond swiftly and effectively to client issues or concerns until a resolution is communicated to the client.* Perform all necessary steps to set up new clients on Cotality systems to ensure a smooth transition.
Conduct client training both at the time of new client onboarding and ongoing through the relationship.* Understand client’s internal operations to provide a customized service that streamlines with their processes.
Recommend new and existing services to help align the client with Cotality functions.
Exercise discretion and independent judgment in interpreting service scope, making exceptions as needed with approval of management.* Establish a regular meeting schedule with each client (once a quarter, monthly, etc.)
Participate in all client meetings and vendor management audits.
Enter notes into tracking tool for each client touch base.* Partner with the Onboarding team as needed for new business to be added to our system.* Partner with accounting on collections as needed, billing adjustments, renewal of TSAs and BEAR pricing.* Partner with sales and product teams on initiatives.
Actively participate in demos to clients.
Act as SME for tax business and technical projects as it relates to clients.
Participate in testing for new or enhanced systems* Support all staff augmentation functions and act as a liaison.
Regularly meet with staff augmentation leadership as well as staff aug clients.* Integrate the Voice of the Customer (VOC) into the Cotality culture by participating with internal teams on projects.
Actively seek out opportunities to participate in brainstorming sessions.* Collaborate with peers, other departments and the client to improve processes and share best practices.* Seek out opportunities to gain more knowledge regarding our clients, products offered by Cotality and how these can best assist our clients.
Partner with national reps for opportunities to enhance your understanding.
Act as a resource for the strategic reps for clarification, as necessary.* Demonstrate expertise for the tax service organization of Cotality.
Partner with national reps to gain additional knowledge regarding products and services offered to our clients.* Understand your clients’ needs and expectations.
Partner for clarification with the national reps.
Be willing to assist our clients in strategic ideas and suggest opportunities that Cotality can help them with.* 2-3 years of Mortgage Industry background or comparable experience* Experience exercising independent problem-solving skills and use of appropriate resources to resolve issues.* Demonstrated strong sense of urgency, knowing when to escalate concerns from a client to the next level of management.* Experience identifying opportunities to improve client satisfaction.* Ability to travel up to 15% to client offices* Willingness to participate in career development by taking local classes, Core Learning classes and show the ability to adapt to change.* Ability to consistently exhibit Cotality's CORE values* Associate or Bachelor's degree preferredCotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. Please navigate to "location" and filter on desired country under the "locations". ex: United States, Canada, United Kingdom, India# We have some exciting news to share with you, CoreLogic will now be called Cotality! Our new brand reflects our commitment to delivering innovative solutions and building deep relationships.Speaking of fresh starts—if you’re thinking about making a change, and you’re someone who wants to work for a growing company with a people-first culture which has earned us Great Place to Work recognitions in six countries, apply today!Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants.If you need reasonable accommodation to complete the on-line application, please contact Talent Acquisition at
careers@cotality.com or 1-866-224-2086.Please include the following information in your email:The specific accommodation you’re requesting to complete an employment application the position you are applying for (job title and/or job number)careers@cotality.com. Please allow up to three business days to receive a response.Please include the following information in your email:*Your organization’s name**Organization’s location(s)**Brief description of your need*Cotality is aware of schemes involving fraudulent job postings on third-party employment search sites and/or individual(s) or entities claiming to be employees of Cotality. Those involved are offering fraudulent employment opportunities to applicants, often asking for sensitive personal and financial information. If you believe you have been contacted by anyone misrepresenting themselves as an employee of Cotality or a Cotality recruiter, please contact Cotality at careers@cotality.com.* Please be advised that all legitimate correspondence from a Cotality employee will come from "@Cotality.com" or "@CoreLogic.com" email accounts.* Cotality will not **interview** candidates via text or email.
Our interviews will be conducted by recruiters and leaders via the phone, zoom/teams or in an in-person format.* Cotality will never ask candidates to make any type of personal financial investment related to gaining employment with the Company.Please click
to view the Cotality Applicant Privacy Statement.By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide. #J-18808-Ljbffr