Customer Care Analyst

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $13 billion in loan originations in 2023. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. A highly philanthropic company, Greystone donates more than half of its profits to charity each year.

We are seeking a Customer Care Analyst to join our Servicing and Asset Management team. The Customer Care Analyst will be responsible for regular communication with internal and external clients and assisting with closed loans. The successful candidate possesses strong interpersonal skills and has the ability to effectively communicate both written and verbally. This role is based out of our Warrenton, Virginia office.

Primary Duties and Responsibilities:

• Communicate regularly and promptly with internal and external clients through phone and email regarding recently closed loans.
• Respond to customer requests for information by providing detailed research and feedback.
• Answer, screen, and forward incoming calls on the Customer Care phone line.
• Assist customers with navigation of the Customer Care Center website.
• Use Dynamics 365 to identify and track customer interactions and insights.
• Track and maintain document shredding and records management.
• Perform other related duties as assigned.

Experience, Skills, and Abilities Required:

• Experience in Loan Servicing or Customer Service.
• Bachelor’s Degree in Finance, Accounting, or Business Administration preferred.
• Proficient in Microsoft Office with an emphasis on Excel and Word.
• Possess strong organizational and communication skills.
• Ability to multi-task and meet stringent deadlines.
• Strong interpersonal skills, accuracy with numbers, and attention to detail.
• Consistently produces work that is high quality.

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.