Client Account Manager

About the role

The Client Account Manager at Northpointe Bank supports the First Lien Sweep HELOC portfolio through investor relationship management, operational coordination, reporting oversight, and client service excellence. This role is ideal for a relationship-focused professional who enjoys working with clients, coordinating across departments, and driving operational excellence.

Responsibilities

• Develop and maintain strong operational relationships with assigned investors and clients
• Serve as a primary point of contact for servicing-related requests, inquiries, and issue resolution
• Coordinate recurring client and investor meetings and facilitate ongoing communication
• Manage monthly client reporting and operational deliverables
• Cover requests related to servicing performance, portfolio activity, and operational metrics
• Maintain reporting accuracy and identify opportunities for process improvement and automation
• Coordinate remittance coordination and reconciliation activities
• Aid in monitoring servicing-related invoices, billing activity, and contractual obligations
• Partner with Accounting, Loan Servicing, Default, Compliance, and other teams to support client needs
• Research and resolve reporting, remittance, and invoicing discrepancies
• Support operational projects, process improvements, and portfolio growth initiatives
• Participate in implementation of new reporting, servicing, and client management processes

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field preferred
• 3+ years of experience in mortgage servicing, investor reporting, servicing operations, account management, or related financial services functions
• Experience supporting investor relationships, client reporting, remittance activities, or operational relationship management preferred
• Familiarity with mortgage servicing operations and investor servicing requirements preferred
• Strong relationship management and customer service skills
• Excellent written and verbal communication abilities
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and deadlines simultaneously
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications including Excel, Word, Outlook, and PowerPoint

Qualifications

Northpointe Bank values diversity and inclusion in the workplace. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by law.

Benefits

• Medical
• Dental
• Vision
• Life, LTD, & AD&D
• Dependent Care Spending Plan (DCSA)
• Employer Stock Ownership Plan with 401(k) feature and company match
• Complimentary Banking Services
• Tuition Assistance

Pay

Competitive compensation package including base salary and potential bonus opportunities.

Schedule

Full-time position with flexible hours to accommodate client needs.

Why Join Northpointe?

Join a collaborative, client-focused environment where your work directly supports investor relationships, servicing performance, and operational success. You’ll have the opportunity to build strong partnerships, improve client experiences, and contribute to the continued growth of our servicing platform.

Hiring Philosophy

Northpointe Bank recognizes that the quality of our people is the foundation for our success. Attracting individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy.

Equal Opportunity Employer

Northpointe Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.