Licensed Client Relationship Advisor

The Licensed Client Relationship Advisor serves as a trusted advisor and single point of contact for customers throughout the life of their loan, focusing on long-term relationship management and customer retention. This role involves identifying revenue opportunities such as refinances and HELOCs while managing complex servicing requests and providing high-touch support to loan officers. The position requires strong communication skills and the ability to coordinate with various internal departments to resolve customer inquiries and ensure service excellence.