Client Manager

Job Description

The Client Manager position serves as the direct contact for all Correspondent TPO clients requiring assistance with any aspect of the correspondent closed loan origination process. This position will work in a team environment providing an optimal customer experience by managing the relationship throughout the life cycle of the loan (Registration to Purchase).

The position requires best-in-class communication and problem solving skills, and detailed knowledge of all loan programs, compliance rules, investor requirements and general mortgage origination standards.

The Client Manager will be empowered to make certain decisions regarding loan acceptability when necessary, expedite decision making and be able to effectively interact with internal counterparts to achieve the best solution for all.


       Daily review of client's suspense reports.

       Authorized to take action for loans within a correspondent client's pipeline

       Accountable for consistent and timely responses.

       Provide reports and recommendations to senior management on discovered risks associated with certain correspondent clients.

       Reduce client overall suspense rates and accelerate purchase times.

       Provide or facilitate regular training, if necessary or as needed, on internal processes and redundant problem areas with clients.

       Attend internal client operational review meetings, as needed, to discuss performance of identified




       Knowledge of mortgage industry program policies, procedures, regulations and laws

       Thorough knowledge of both Federal and State mortgage compliance requirements as it pertains to Correspondent TPO Lending.

       Strong understanding of the operational responsibilities involved in the purchase and transfer of whole loan assets

       Knowledge of loan overlays, guidelines and internal changes.

       Negotiation and problem solving skills

       Strong MS WORD, EXCEL, POWER POINT and ACCESS skills

       Strong verbal & written communications (including being comfortable making presentations and giving recommendations)

       Ability to work in a professional team environment.

Desired Education and Experience

        Bachelor's degree from an accredited college or university and/or ten years of full-time mortgage banking experience.

        Minimum of 5 years' experience in an operations role, preferably with a background in Correspondent Operations


Company Description
Investing in our people is essential. The Bayview family of companies (Bayview Asset Management, Bayview Loan Servicing, Lakeview Loan Servicing and Silver Hill Funding) looks to hire talented people and develop their talents. We provide our employees with professional development opportunities through a range of training programs, including our own Bayview University, which offers courses in industry-specific areas, as well as in technology, management techniques and leadership skills. As a firm that believes in promoting from within, our training programs foster our employees' professional development, and position them well for advancement opportunities.
Today, our work force is approximately 4,000 strong, and includes some of the most dedicated, experienced professionals in the mortgage finance industries. Together, these professionals demonstrate their commitment to excellence by working to strengthen our existing capabilities, and to identify new business opportunities that will help us build our customer base and expand the scope of our operations.

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