What are the responsibilities and job description for the Customer Advocacy Lead - Executive Office Escalations position at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC?
Who We Are
ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.
What We Do
Position Summary
The Customer Advocacy Lead serves as a high‑level support resource within Customer Advocacy, responsible for managing highly escalated and sensitive cases, supporting case owners with advanced research, regulatory/high risk exposure complaints and overseeing key public‑facing administrative channels. This role enhances case quality, strengthens regulatory defensibility, and supports team development through coaching and mitigating risk. The position partners closely with Business Units to identify process gaps and drive continuous improvement.
Key Responsibilities
Escalation & Case Support
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.
What We Do
Position Summary
The Customer Advocacy Lead serves as a high‑level support resource within Customer Advocacy, responsible for managing highly escalated and sensitive cases, supporting case owners with advanced research, regulatory/high risk exposure complaints and overseeing key public‑facing administrative channels. This role enhances case quality, strengthens regulatory defensibility, and supports team development through coaching and mitigating risk. The position partners closely with Business Units to identify process gaps and drive continuous improvement.
Key Responsibilities
Escalation & Case Support
- Serve as the primary support for highly escalated, complex, or reputational‑risk cases.
- Support case owners by conducting deep‑dive research, gathering documentation, and coordinating with Legal, Compliance, and Servicing business partners.
- Provide recommendations on risk posture, remediation options, and communication strategy.
- Ensure responses meet regulatory, investor, and internal quality standards.
- Manage the BBB portal, including intake, assignment, tracking, public portal responses and quality review.
- Monitor and triage Google/social media reviews, escalating reputational‑risk items as needed.
- Maintain reporting and trend analysis for public‑facing channels.
- Provide coaching and feedback to team members on case quality, documentation, tone, and regulatory defensibility.
- Conduct quality reviews of high‑risk or complex cases.
- Maintain and update templates, job aids, and communication standards.
- Identify recurring issues, process gaps, and cross‑functional bottlenecks.
- Partner with Business Units to recommend and implement workflow improvements.
- Provide insights and trend analysis to leadership to support strategic decision‑making.
- 8 years of experience in mortgage servicing.
- 8 years of experience in a variety of additional verticals including, but not limited to: customer advocacy, escalations, complaints, investor/insurer guidelines, and/or similar.
- Strong familiarity with CFPB - Reg X requirements.
- Strong analytical and investigative skills with the ability to navigate complex cases.
- Exceptional written communication skills with a focus on clarity, defensibility, and customer experience.
- Ability to influence without authority and collaborate across departments.
- High attention to detail and strong organizational skills.
- Experience handling regulatory, legal, or executive‑level escalations preferred.
- Critical Thinking & Problem Solving
- Risk Awareness & Regulatory Sensitivity
- Communication Excellence
- Collaboration & Cross‑Functional Partnership
- Coaching & Mentorship
- Process Improvement Mindset
- Professionalism & Emotional Intelligence
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Salary : $73,900 - $98,500