Selene Finance Logo

Selene Finance

Client Management Director

Posted 23 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Dallas, TX
Senior level
In-Office or Remote
Hiring Remotely in Dallas, TX
Senior level
Leads enterprise client relationships, retention, account growth, onboarding, and service delivery within mortgage servicing. Partners with executive, operations, compliance, and business development teams to meet client commitments, manage risks, resolve escalations, and improve performance. Directs and develops client-facing teams while ensuring regulatory, contractual, and service-level requirements are met.
The summary above was generated by AI

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT.  Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences.  A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!

The Client Management Director is responsible for developing and executing strategies that strengthen client relationships, drive retention, and support business growth. Serving as a senior relationship leader, this role acts as a trusted advisor to clients, ensuring exceptional service delivery while aligning client objectives with Selene's operational capabilities and strategic goals.


This individual partners closely with executive leadership, servicing operations, compliance, underwriting, and business development teams to deliver a best-in-class client experience throughout the mortgage servicing lifecycle. The Client Management Director also leads and develops a high-performing client management team focused on service excellence, client retention, and long-term partnership growth.


Key ResponsibilitiesClient Relationship Management
  • Serve as the primary executive point of contact for assigned clients, fostering strong, long-term partnerships built on trust, transparency, and accountability.
  • Establish and maintain a deep understanding of client business objectives, operational priorities, and strategic initiatives.
  • Lead recurring business reviews, governance meetings, and executive-level discussions to evaluate performance, address concerns, and identify opportunities for enhancement.
  • Proactively manage client expectations and drive timely resolution of escalated issues while maintaining a high level of client satisfaction.
Strategic Account Growth
  • Identify opportunities to expand existing client relationships through cross-selling, upselling, and additional servicing solutions.
  • Collaborate with Business Development and Executive Leadership to support client retention strategies and revenue growth initiatives.
  • Develop account plans that align client objectives with Selene's capabilities and long-term business strategy.
  • Monitor industry trends, client challenges, and market opportunities that may impact relationship management strategies.
Operational & Cross-Functional Leadership
  • Partner with Servicing, Default, Operations, Compliance, Technology, Finance, and other departments to ensure consistent service delivery and achievement of client commitments.
  • Advocate on behalf of clients while balancing operational requirements, regulatory obligations, and business objectives.
  • Drive continuous improvement initiatives by leveraging client feedback, operational metrics, and service performance data.
  • Ensure service-level agreements, contractual obligations, and performance expectations are consistently met.
Client Onboarding & Engagement
  • Oversee client onboarding and transition activities to ensure a seamless implementation experience.
  • Develop engagement strategies that increase client awareness and understanding of Selene's servicing capabilities, processes, and performance standards.
  • Lead client communication initiatives that promote transparency, partnership, and long-term relationship success.
Leadership & Team Development
  • Lead, mentor, and develop a team of Client Relationship Managers and other client-facing professionals.
  • Establish performance objectives, monitor key metrics, and provide regular coaching and feedback.
  • Foster a culture centered on accountability, collaboration, service excellence, and continuous improvement.
  • Support succession planning and talent development initiatives within the Client Management organization.
Compliance & Risk Management
  • Ensure all client interactions, reporting, and servicing activities comply with applicable regulatory requirements, investor guidelines, contractual obligations, and company policies.
  • Work closely with Compliance and Risk Management teams to identify, escalate, and mitigate potential client-related risks.
  • Maintain accurate documentation of client interactions, commitments, and performance metrics within CRM systems and reporting platforms.

QualificationsRequired
  • Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
  • 8+ years of progressive experience in client relationship management, account management, mortgage servicing, financial services, or a related industry.
  • Demonstrated success managing complex enterprise client relationships and strategic accounts.
  • Strong understanding of mortgage servicing operations, investor requirements, servicing performance metrics, and regulatory expectations.
  • Exceptional communication, presentation, negotiation, and relationship-building skills.
  • Strong analytical and problem-solving abilities with experience leveraging performance data to drive decision-making.
  • Experience utilizing CRM platforms and client management tools.
Preferred
  • MBA or other advanced business degree.
  • Mortgage servicing industry experience with banks, servicers, investors, GSEs, or subservicing organizations.
  • Experience leading executive business reviews and managing C-level client relationships.
  • Proven track record of revenue growth, client retention, and account expansion initiatives.
  • Prior leadership experience managing and developing client-facing teams.
Why Selene?

Benefits
Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:

  • Paid Time Off (PTO)

  • Medical, Dental &Vision

  • Employee Assistance Program

  • Flexible Spending Account

  • Health Savings Account

  • Paid Holidays

  • Company paid Life Insurance

  • Matching 401(k) Plan


The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.

Privacy Policy - Selene (seleneadvantage.com)

Similar Jobs

One Month Ago
Remote
United States
Senior level
Senior level
eCommerce • Logistics • Transportation
Leads the Customer Success Management organization for a global 3PL, owning merchant retention, expansion, forecasting, onboarding, lifecycle coverage, health scoring, executive escalations, and peak readiness. Builds and coaches CSM and hypercare teams, establishes scalable playbooks and operating cadences, drives services-led growth, and partners cross-functionally with Operations, Product, Sales, Technical Solutions, and RevOps. Owns GRR, NRR, churn reduction, customer sentiment, and HubSpot data quality.
Top Skills: Ai ToolingGongHubspotIntercomJIRAMetabaseShopifySpreadsheetsSQL
An Hour Ago
Remote or Hybrid
United States
142K-192K Annually
Senior level
142K-192K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage a team of insurance tax professionals, grow client relationships, perform tax research, and ensure compliance for insurance clients' tax matters.
Top Skills: AccountingCpaTax Research
An Hour Ago
Remote or Hybrid
United States
117K-158K Annually
Senior level
117K-158K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Leads financial integration for acquired businesses, including M&A diligence, pre-close planning, financial data and reporting transitions, purchase accounting coordination, synergy tracking, performance management, earn-out analysis, and executive reporting. Partners with Finance, Accounting, IT, Data, Operations, and external advisors to integrate acquisitions, improve processes, and develop repeatable integration methodologies.
Top Skills: Workday Erp

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account