National Account Director- Client Success

National Account Director
– Client Success Job Family: Sales Requisition Number: R015318 Work Location: Santa Ana , CA Employment Category: Full Time – Regular Docutech, A First American Company, offers a wide range of document technology solutions for mortgage, home equity and consumer lending, including document generation, eDelivery, eSign and print fulfillment.

Our efficient solutions enable lending professionals to produce accurate and compliant loan packages in all 50 states.

A career at Docutech means joining First American (NYSE: FAF), a global leader in providing title insurance, settlement services and risk solutions for real estate transactions.

First American has been helping customers achieve and protect their dream of homeownership since 1889.

People are the key to our continued success, and we invest in diverse talents and backgrounds and empower our teams to achieve more than they could anywhere else.

First American has an award-winning culture and has been named to the Fortune 100 Best Companies to Work For® list for the fifth consecutive year and to more than 50 regional Best Places to Work lists.

For more information, please visit www.firstam.com Job Summary The National Account Director is responsible for ensuring exceptional client service to our largest accounts and helping to meet revenue and other strategic account objectives.

This role represents the entire range of company products/services to assigned clients, while leading the client account planning cycle and ensuring assigned clients’ needs and expectations are met.

The individual in this role will represent the company at the senior executive level and understand business initiatives of assigned accounts, establishing superior relationships with senior and mid-level management.

5 years of work experience in the mortgage or finance industry in a Professional Services or consulting role In-depth knowledge of the mortgage lending process and mortgage loan programs Strong understanding of internal product/processes of large lending institutions associated with consumer or mortgage lending Essential Functions Serve as an adviser to clients and forecast /assist with cross-selling future initiatives, products and processes.

Proactively lead joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones.

Proactively assess, clarify, and validate client needs on an ongoing basis.

Coordinate with Implementation team to develop solutions that best address client needs, while coordinating the involvement of all necessary company personnel.

Identify and generate new business revenue opportunities Ongoing responsibility to build the customer relationship and servicing the customer’s needs Developing business contacts with lenders, servicers, investors, secondary market and hedge fund companies Knowledge and Skills/Technology Used Excellent professional verbal, written, interpersonal and presentation skills Excellent planning and organizational skills Ability to listen to customers and understand their needs and objectives to better respond and provide solutions Applies diplomacy and tact Demonstrates persistence, tenacity and consistency in pursuing revenues opportunities Flexible with the ability to adapt strategy to changing conditions Understanding of market and competition with the ability to identify external threats and opportunities Ability to persuade and influence others Visibility requires maintaining a professional appearance and providing a positive company image to the public.

MS Office Suite, Salesforce.com or comparable sales tracking program Typical Education Bachelor’s degree preferred or equivalent work experience Typical Range of Experience Required minimum of 5-10 years’ experience Must have developed business contacts and proven track record within the mortgage or finance industry segment License or Certification Requires a valid driver’s license First American invests in its employees’ development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work.

First American is committed to diversity and inclusion.

We are an equal opportunity employer.

For more information about our Company and our dedication to putting People First, check out firstam.com/careers.

Returning users, access your profile or edit/update your resume.

Careers // National Account Director
– Client Success – R015318 First American Title Insurance Company makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.

First American, the eagle logo, firstam.com, and First American Title are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates.