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account management fintech customer success b2b lending📋 Description
- Serve as primary contact for Loan Officers and executives with concierge support
- Build and maintain strong B2B relationships via proactive communication
- Guide clients through lending features, processes, and issue resolution
- Anticipate client needs and provide proactive solutions
- Troubleshoot complex inquiries with urgency and accountability
- Coordinate with internal teams (operations, product, engineering) for timely resolutions
🎯 Requirements
- 5-7+ years in B2B customer support, account management, or client success
- Experience in mortgage, lending, fintech, or financial services preferred
- Strong understanding of Loan Officer workflows and admin support
- Exceptional written and verbal communication with a polished, professional tone
- Proven ability to manage multiple priorities with attention to detail
- Problem-solving mindset with proactive, solutions-oriented approach
🎁 Benefits
- Medical, dental, and vision coverage with employer-paid premiums
- HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
- Employer-paid life and disability insurance
- 11 observed holidays and PTO
- Up to 12 weeks of paid family leave
- Continuing education reimbursement
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