Location – Buffalo, NY

Department – Technology

Position Description

The Account Specialist is responsible for supporting and contributing to the management and strategic direction of our client-driven business. Expectations include ensuring customer needs are met or exceeded through excellent service, proactive communication, operational delivery, and leadership. Specialists communicate directly with external partners and clients, while also collaborating with management on opportunities to grow client business.


  • Daily interaction with company clients (banks and mortgage companies) and external business partners
  • Ensure client service levels are achieved with timely execution of daily tasks
  • Work with internal partners and management to identify potential issues and provide resolution
  • Proactively monitor day-to-day appraisal orders via email, phone, and/or through our internal management platform to ensure milestones are achieved during the appraisal lifecycle
  • Ensure consistent and thorough client communication and messaging is delivered
  • Assist team with client deployments including client training, documentation, new user/lender set-up, and departmental projects
  • Support the development and growth of client relationships through strategic execution with individual lenders
  • Exemplify leadership and proactivity to ensure escalation and resolution in a timely manner

Skills and Expertise

  • Bachelor’s degree preferred and/or a minimum of 1-2 years progressive business management experience
  • Some experience/knowledge of the mortgage banking, real estate, or appraisal management industry a plus
  • Incredible attention to detail and sound decision-making skills
  • Customer service, leadership, sales, and communication abilities
  • Excellent written and oral communication skills
  • Ability to work independently as well as in a fast-paced team environment

The opportunity is here if you’re ready for it. We take great pride in the work we do and the talented people who work with us. We’re always looking for highly skilled, driven people who value a collaborative, open environment and a flexible, professional culture.