
Harris Schwartz
Enterprise Account Management | Client Success | Financial Services | Social Media & Digital Content
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About
Account management leader with 20+ years of experience driving enterprise client relationships across mortgage, insurance, and financial services. Skilled at translating complex operational data into actionable insight, managing SLA performance, and building executive-level partnerships that improve retention and service quality. Recognized with the Executive Choice Award (2021) for outstanding contributions in enterprise client leadership.
Passionate content creator and social media strategist with hands-on experience managing multi-platform brand presence, producing original photo and video content, and building engaged community audiences.
Experience
Director, Account Management at Mortgage Connect, LP (2024-01 – 2026-01)
- Led enterprise lender relationships, serving as primary executive liaison for high-value mortgage clients and ensuring alignment with business objectives.
- Governed SLA performance through real-time analytics dashboards, enabling proactive service recovery and reducing client-reported issues.
- Designed and delivered Quarterly Business Reviews (QBRs) for C-suite stakeholders, translating operational data into strategic recommendations.
- Coordinated cross-functional escalation resolution across operations, product, and technology teams to meet complex client needs.
- Developed data-driven reporting frameworks that improved service transparency and client satisfaction scores.
Manager, Client Relations at Mortgage Connect, LP (2022-01 – 2024-01)
- Managed a portfolio of high-value lender accounts, driving SLA compliance and continuous service improvement.
- Resolved complex client escalations by partnering with internal operations and technology teams to implement sustainable solutions.
- Delivered client performance reporting and trend analysis to identify risk and improve retention outcomes.
Sales Support Coordinator at Mortgage Connect, LP (2019-01 – 2022-01)
- Provided analytics, reporting, and operational coordination supporting enterprise client portfolios and sales initiatives.
- Built reporting tools and dashboards to surface performance trends and support account management decision-making.
Strategic Business Operations Manager at AXA US (2014-01 – 2018-01)
- Led operational improvement initiatives that streamlined workflows and reduced service turnaround times across business units.
- Partnered with senior leadership to identify process gaps and implement scalable solutions supporting enterprise service delivery.
Social Media Manager & Content Creator at Blue Devils Rugby Club (2026-02 – Present)
- Manage all social media channels, developing and executing a content calendar that drives community engagement and promotes club events, matches, and milestones.
- Produce original photo and video content at live matches and events, editing and publishing across platforms to maximize reach and audience growth.
- Design branded graphics and promotional materials using various design apps, maintaining consistent visual identity across all digital touchpoints.
- Schedule and publish content across multiple platforms, monitoring performance and refining strategy to improve reach and engagement.
Social Media Manager & Content Creator at Mt. Lebanon Soccer Association (MLSA) (2020-01 – 2023-01)
- Directed social media presence for a community youth sports organization, overseeing content strategy and day-to-day channel management across multiple platforms.
- Created and published engaging written, photo, and video content covering league events, player highlights, and organizational announcements.
- Designed promotional graphics and campaign materials using various design apps, strengthening brand recognition and community awareness.
- Coordinated social media coverage of seasonal campaigns and events, growing follower base and increasing audience engagement.
Senior Internal Wholesaler, Customer Service Associate at Prudential Financial
Sales Support Specialist at The Hartford
Internal Wholesaler at MetLife Investors
Education
Business Management – University of Phoenix
A.S. in Recording Arts Technology – Full Sail University
– University of Hartford