Client Account Manager (Credit)
Cotality
At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.
Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.
Job Description:
Are you passionate about building strong client relationships and delivering exceptional service? Do you thrive in a dynamic, collaborative environment where your work makes a real impact? If so, we invite you to explore an exciting opportunity to join Cotality as a Client Account Manager (Credit).
In this role, you’ll be the primary liaison for our Credit clients—managing relationships, resolving issues, and ensuring a seamless client experience. You’ll collaborate across departments, advocate for client needs, and help drive strategic solutions that align with both client goals and Cotality’s mission.
Location & Work Model:
This hybrid role is based in one of our posted locations. Candidates must reside within a commutable distance. Our current model includes one in-office day per week, with the remainder remote.
What You’ll Do
Client Relationship Management: Serve as the single point of contact for assigned clients. Manage day-to-day administration, respond to escalations, and ensure timely resolution of issues.
Onboarding & Training: Lead the onboarding process for new clients, including system setup and training. Provide ongoing education to ensure clients are maximizing value from our services.
Strategic Partnership: Understand each client’s internal operations and tailor services to align with their workflows. Recommend new or existing solutions that enhance their experience.
Client Engagement: Establish and maintain a regular cadence of client meetings (monthly, quarterly, etc.). Participate in vendor audits and document all interactions in our tracking system.
Cross-Functional Collaboration: Partner with onboarding, sales, and product teams. Participate in client demos and act as a subject matter expert for Credit-related initiatives.
Voice of the Customer: Champion client feedback internally. Participate in brainstorming sessions and internal projects to enhance service delivery.
Continuous Learning: Stay informed about Cotality’s evolving product suite and industry trends. Collaborate with national reps and act as a resource for strategic initiatives.
Job Qualifications:
What You Bring
A high school diploma is required; a 2- or 4-year degree is preferred.
Minimum of 2 years of experience in the mortgage industry or a comparable client-facing role.
Strong leadership, communication, and problem-solving skills.
Proficiency in project management tools and methodologies.
Ability to translate technical concepts for non-technical audiences.
Strong client orientation and a passion for delivering exceptional service.
Excellent interpersonal, analytical, and business judgment skills.
Adaptability to changing requirements and conditions.
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Annual Pay Range:
59,700 - 62,400 USDThrive with Cotality
At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.
Highlights include:
Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
Health: Multiple medical plan options with mental health and wellness support offerings.
Retirement: 401(k) with company match and vesting after one year.
Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!
Click here to see a comprehensive list of our benefit offerings.
Please note, Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from the posted range
Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace.
Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.
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