Client Success Manager

Responsibilities and Duties:Mortgage Advisor Lifecycle SupportoFor newly onboarded MAs, input all required data into the master spreadsheet and notify leadership when CSM assignment is needed.oFor terminated MAs, update termination dates, remove access from dashboards, and ensure records are fully reconciled.Loan & Investor OperationsoIdentify all brokered loans and confirm correct investor setup in TM.oGather first payment letters and distribute them to the appropriate CSMs and loan teams.oPrepare, validate, and send transfer letters with accurate loan and servicer information.Client Servicing & Inbox ManagementoMonitor CSM email inboxes for recurring servicing inquiries (, payment setup issues).oRespond on behalf of the CSM using previously sent documentation, reducing duplicate client outreach and improving response times.oEscalate only non-standard or unresolved servicing issues to the appropriate CSM.Email Communications & Launch SupportoSend cli...