Lending Partnerships Concierge

This is a fully remote position, open to applicants in Nevada, +1 more state.

📋 Description

• Act as the main point of contact for Loan Officers, Executives, and their teams, providing tailored, concierge-level assistance.

• Establish and nurture robust B2B relationships through regular and proactive communication.

• Assist clients in navigating lending product features, processes, and resolving issues.

• Anticipate client requirements and deliver solutions proactively, even before challenges arise.

• Address and resolve intricate inquiries promptly and with a strong sense of accountability.

• Collaborate across internal teams (operations, product, engineering) to ensure swift resolutions.

• Keep thorough records of client interactions and follow-ups.

• Recognize patterns in client feedback and suggest enhancements to products or processes.

⛳️ Requirements

• 5-7+ years of experience in customer support, account management, or client success within a B2B context.

• Prior experience in mortgage, lending, fintech, or financial services is highly preferred.

• Strong grasp of Loan Officer workflows and the structures of administrative support.

• Outstanding communication skills (both written and verbal) with a refined, professional demeanor.

• Demonstrated ability to handle multiple priorities while keeping a keen attention to detail.

• A problem-solving mindset with a proactive, solution-focused approach.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans.

• Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits.

• Employer-paid life and disability insurance.

• 11 observed holidays and a PTO plan.

• Up to 12 weeks of paid family leave.

• Continuing education reimbursement.