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Customer Experience Manager
Posted on 1/19/2023
INACTIVE
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Marketing
Sales
Salesforce
Communications
Requirements
  • Loans Funded: $12.3+ billion in loans funded
  • Homes financed: 50,000+ projects funded for our customers across the country. 95% of projects have successful exits
  • Geography: 29 states + D.C. where we lend to real estate investors so they can revitalize neighborhoods
  • Employees: Over 400 employees
  • 3 years of sales experience required
  • CRM or Salesforce experience
  • College degree in Business, Marketing, Finance, or relevant experience
  • Passion for Real Estate investing
  • Excellent listening, negotiation, and presentation skills
  • Set high standards for yourself matched with exceptional interpersonal skills
  • Ability to adapt in a dynamic and growing organization
  • High empathy and desire to help others
  • Experience in formulating and presenting solutions based on customer needs
  • Proven ability to manage multiple projects at a time while demonstrating strong attention to detail
  • Bilingual in English/Spanish (preferred)
Responsibilities
  • Proactively build your borrower “book of business” - comprised of passionate real estate investors looking to grow their own businesses
  • Operate as “Champion of the Customer” for all borrower needs
  • Engage and support your clients' needs - on their timetables - including occasional weekend and evening coverage
  • Advise borrowers throughout the origination experience - particularly as it relates to pricing, valuation, rehab project scope-of-work
  • Attend local and regional industry events - including REA meetings and conference
  • Delivering a complete loan application file ready for underwriting
  • Driving higher repeat business to produce incremental growth to each borrower relationship
  • Contribute to projects that improve the business and effectiveness of the team
  • Partnering with your customers to qualify for the right mortgage for their situation, obtain required documentation, and guide them through the application process
  • Operate as the champion for any and all matters specific to your customers
  • Build and maintain strong, long-lasting customer relationships as the result of being a trusted advisor
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  • Deliver and own communication for material updates (e.g. new state licensing, new product, process changes, credit policy)
  • Work cross functionally with the Operations team to help resolve and mitigate any customer or loan issues
  • Support and empower to your teammates in order to win as a team
Kiavi

201-500 employees

Real estate investment platform