Investor Services Specialist

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Full Time Palatine, IL, US

Salary Range: $28.00 To $31.00 Hourly

Ameri Nat is a nationally recognized provider of loan servicing, asset management, compliance monitoring, and related administrative services supporting affordable housing, economic development, and community investment programs. For over 50 years, Ameri Nat has partnered with state and local governments, nonprofit organizations, financial institutions, and private investors to administer complex portfolios throughout the United States. Today, Ameri Nat services approximately $13 billion in loans and supports more than 300 clients nationwide through a team of more than 100 professionals dedicated to delivering exceptional service, operational excellence, and innovative solutions.

Ameri Nat’s client-centric culture, commitment extensively to affordable housing and economic development, and reputation for exceptionally good servicing make it a unique and rewarding place to build a career.

The Investor Services Specialist serves as a primary day-to-day liaison between Ameri Nat and assigned servicing clients, supporting client relationships, portfolio onboarding activities, servicing transfers, reporting support, investor communications, and client service initiatives. This position works closely with clients and internal departments to facilitate effective communication, support operational excellence, and deliver an exceptional client experience.

• Serve as a primary point of contact for assigned clients regarding servicing activities, portfolio administration, reporting, and operational inquiries.
• Develop and maintain strong client relationships through proactive communication, responsiveness, and professional service delivery.
• Respond to client inquiries via phone, email, virtual meetings, and other communication channels.
• Coordinate portfolio onboarding activities, loan boarding projects, servicing transfers, and service release activities.
• Support implementation of new client portfolios and coordinate activities with internal departments.
• Provide client training related to servicing portals, reports, system functionality, and available service offerings.
• Maintain client-specific program guidelines and servicing requirements.
• Coordinate audit confirmations, portfolio reviews, client requests, and related servicing activities.
• Prepare payment history reconstructions, servicing research, and account analyses.
• Facilitate communication between clients and internal departments to support issue resolution and service delivery.
• Support service-level monitoring, reporting activities, quality initiatives, and process improvements.
• Utilize servicing systems, workflow tools, reporting applications, and technology solutions to manage responsibilities efficiently.
• Perform other duties and special projects as assigned.

• Deliver exceptional customer service that reflects Ameri Nat's commitment to maintaining industry-leading client satisfaction.
• Support Ameri Nat's client-centric culture through responsiveness, professionalism, accuracy, transparency, and accountability.
• Develop trusted relationships with clients through reliability and service excellence.
• Represent Ameri Nat professionally in client interactions, meetings, training sessions, and communications.
• Participate as an active team member and support department objectives.
• Communicate effectively and professionally in verbal and written interactions.
• Adapt effectively to changing priorities, technologies, and business…