PAS Lead Mortgagebot

Finastra

Lake Mary, FL

#10049

Position summary

ironment to exceed our clients' expectations in managing issues through to successful resolution.

What you will do:

  • Client Management: Develop and manage key operational relationships with Clients. Support Client On-boarding activities, Manage day-to-day client interactions while identifying and prioritizing key client service issues. Delivery of operating reviews MORQBRs).

  • Account Management: Coordinate the execution of the processes enabling successful Contract Management activities associated with renewals, extensions, changes, revisions, amendments, obligations review etc. Management of the intake of new business/services requests and pricing changes as well as the client roadmap for established opportunities.

  • P&L: Achievement of professional service targets. Professional Services (PS) Opportunity identification, qualification, assessment and proposal developing pipeline of opportunities that contribute to overall PS targets.

  • Rationalization: Supports delivery of strategy for assigned Managed Service Programs to identify and eliminate high risk legacy solutions that are not aligned to core products / services.

  • Service Delivery: Manages a client interaction model that will facilitate a best in class client experience liaising between client and Peer groups (Product Mgmt., Technology, Shared Services, and Operations).

  • Risk Management: Identifies risks through client journey mapping and service gap analysis, and provides input for consideration to the line of business risk register as appropriate.

Required Experience:

  • University or college degree and/or equivalent experience;
  • 5 years of progressive experience in a client relationship capacity
  • Experience within the Financial industry working with high profile clients
  • Project management experience to support the successful execution of the client experience road map and delivery of projects that will support our clients' business