Resolutions Analyst
🇺🇸 United States
CRM
Management
Machine Learning
Analyst
Customer Support
Excel
Resolutions Analyst
from 🇺🇸 United States
Concordis a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. We are service-focused innovative thought leaders leveraging proprietary technology to deliver comprehensive, configurable, and customizable servicing solutions. Our subject matter experts proactively partner with clients to maximize portfolio performance at a competitive price.Â
We are seeking a detail-orientedResolutions Analyst to manage and resolve customer inquiries submitted through our Resolution inbox, ensuring each case is thoroughly documented, followed up on, and brought to completion. The ideal candidate will handle customer correspondence, escalate compliance-sensitive communications, and collaborate cross-functionally with Operations, Compliance, and QA to maintain service quality. This role also carries a leadership component, including training new team members, delivering performance feedback, attending strategic planning meetings, and producing weekly and monthly trend reports to drive continuous improvement.
Responsibilities:
- Review, distribute, follow up, and reply to all cases received in the Resolution inbox to manage Customer Request FormsÂ
- Notate each account in detail when receiving important information from customersÂ
- Notate accounts to follow up on responses from Operations or other departmentsÂ
- Follow up on each CRF until completion/resolved status; escalate when necessaryÂ
- Submit and answer foreign customer emailsÂ
- Inform and submit emails that constitute Cease and Desist notifications, Written Disputes, or Qualified Written Requests to the Compliance Officer for proper handlingÂ
- Provide feedback to Supervisors and Trainers based on trends shown in the resolutions inboxÂ
- Prepare tracking reports (CRF analysis and monthly report including number of cases received, pending, completed, and escalated)Â
- Able to react to change productively and handle other tasks as assignedÂ
- Assist in training and orientation of all new team membersÂ
- Communicate all relevant changes and updates to Supervisors, Team Leaders, and ManagementÂ
- Provide monthly review meetings with each team to summarize their previous month’s performanceÂ
- Provide constructive performance feedback together with the Supervisor whenever neededÂ
- Attend strategic planning meetings regarding Resolutions and send a recap to Collections team ManagementÂ
- Request call auditing and account analysis from QA or Compliance specialists to make adjustments, recommendations, or take necessary actions to improve the quality of service and resultsÂ
- Make the necessary recommendations to enforce, review, and evaluate current policies and proceduresÂ
- Produce weekly and monthly reports showing trending topics and completion statusÂ
- Follow the escalation policy defined by the Collections Manager and Resolutions Analyst to maintain a world-class service standardÂ
- Make recommendations to the Training and Supervision Staff based on trends shown in weekly and monthly reportsÂ
- High school diploma or GED required; associate’s or bachelor’s degree in Business Administration, Communications, or a related field preferredÂ
- Familiarity with AI tools and a willingness to leverage them to improve efficiency and streamline day-to-day administrative tasksÂ
- 1–2 years of experience in customer service, collections, or loan servicingÂ
- Prior experience handling written customer complaints, disputes, or escalations preferredÂ
- Familiarity with compliance requirements such as Cease and Desist, FDCPA, RESPA, or Qualified Written Requests is a plusÂ
- Strong written and verbal communication skillsÂ
- Excellent attention to detail and ability to document accounts accuratelyÂ
- Proficient in Microsoft Office Suite, particularly Outlook and ExcelÂ
- Ability to navigate loan servicing or CRM platforms
- Strong organizational skills with the ability to manage high volumes of cases simultaneouslyÂ
- Ability to identify trends and escalate issues appropriatelyÂ
- Professional and composed when handling sensitive or escalated customer situationsÂ
- Self-motivated with the ability to work independently and meet deadlinesÂ
- Collaborative team player who communicates proactively with supervisors and cross-functional teamsÂ
- Adaptable and able to handle shifting priorities in a fast-paced environmentÂ
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Parental Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Wellness Resources



