Oversee and maintain all aspects of the client relationship.
Serve as main point-of-contact for client inquiries and concerns.
Provide monthly business review for client on trends, SLAs, etc.
LoanCare is a full-service mortgage loan subservicer that delivers excellence to banks, credit unions, and homeowners. Backed by the strength of a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
Ensure customer adoption and success by providing advice, risk mitigation, and executive alignment.
Collaborate with sales, support, and engineering teams to manage accounts and drive growth.
Develop long-term relationships with stakeholders and deliver executive business reviews to maximize value.
nCino is a financial services technology company transforming the industry through bold innovation and relentless execution. They are committed to inclusion and equality, fostering a culture where employees can bring their authentic selves to work.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
Manage complex buying committees and expand accounts by identifying new use cases.
Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.
Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.
Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
Utilize internal and external resources to stay current on industry changes and recommend process improvements.
LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.
Maintain and develop long-term relationships with strategic customers in North America, acting as a trusted advisor to C-level executives.
Control delivery processes and identify early risks to ensure successful customer outcomes.
Drive account growth through retention, cross-sell, and upsell by understanding customer business priorities.
Creatio is an AI CRM and workflow platform that helps midsize and large organizations run customer workflows in the AI era. With a global team and thousands of customers in over 100 countries, they were named to Inc.'s Best Workplaces list in 2025.
Serve as the first point of contact for customers via email, chat, or phone, resolving inquiries and support tickets promptly and accurately.
Investigate and resolve customer complaints by collaborating with internal teams and using SQL to extract or verify data.
Maintain thorough documentation of interactions, track common issues to identify trends, and contribute to improving support resources.
Ocrolus is an AI workflow and analytics platform for lenders, helping automate lending decisions with over 99% accuracy. Trusted by over 400 customers including Better Mortgage, Brex, and SoFi, we are a remote-first team of builders and problem solvers committed to fostering an inclusive workplace.
Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.
Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.
Build and nurture relationships across your book of accounts, developing deep connections with decision-makers and stakeholders.
Surface expansion opportunities, collaborate with Sales, and own retention targets within your client base.
Stay fluent in ApartmentIQ's full product suite and partner cross-functionally with Product, Support, and Marketing.
ApartmentIQ builds industry-leading martech and data products for the PropTech space, including AI and data SaaS platforms. They are a fully remote team of 100+ across the U.S. with a strict no a**holes policy, focused on high performance and growth.
Execute outbound cold outreach to generate interest and convert lending prospects into active lending partners that drive loan applications.
Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock's offerings.
Consistently meet or exceed monthly goals for driving new business within an assigned territory.
Knock is redefining the home buying and selling experience by providing a Bridge Loan that empowers homebuyers to 'buy before they sell'. Founded in 2015, Knock has grown into a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.
Work independently in a fast-paced remote environment with management and team guidance.
Handle inbound and outbound phone calls and emails through our dialer system.
Assess customer needs, explore all options, and introduce different types of loans.
Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. They foster a workplace built on innovation, collaboration, and kindness.
Call clients whose accounts have recently fallen behind and reach a real conversation.
Find out what actually happened to drive the right solution and secure a commitment.
Document every contact accurately and bring what you learn back to the team.
Above Lending is a next-generation financial services company helping everyday Americans break the cycle of high-cost debt. We are growing quickly and looking for new collaborators to help us reach the next level.
Own the customer life cycle post-sales, ensuring satisfaction and adoption for a book of business.
Manage renewals for 400+ customers, including pricing negotiations.
Partner with Sales to drive expansion and cross-sell opportunities.
Superhuman is an AI productivity platform that integrates with over 1 million applications and websites to help people eliminate busywork. Founded in 2009, the company empowers over 40 million individuals, 50,000 organizations, and 3,000 educational institutions worldwide.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Own the RenoFi Wiki, ensuring it remains accurate and self-serve for loan officers to originate loans at any time.
Manage new lender onboarding end-to-end, including evaluating partnerships, building training materials, and coordinating internal rollouts.
Oversee ongoing lender administration, reporting, and strategy, including annual renewals, escalation resolution, and relationship management.
RenoFi is a fintech platform that provides home renovation lending solutions, including the first Renovation HELOC. The company is a small, remote-first team of operators, backed by leading investors, and has helped finance over $1 billion in renovation projects.
Support customers through text-based communication during evening, night, and weekend shifts.
Guide customers through loan applications by answering questions and addressing objections.
Maintain accurate documentation and manage multiple conversations efficiently to meet performance metrics.
Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. The company fosters a workplace built on innovation, collaboration, and kindness, encouraging growth and open communication.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Serve as the primary Tier 2 escalation point for customer issues exceeding Tier 1 scope.
Own escalated cases from intake through resolution, including investigation and cross-team coordination.
Monitor customer survey responses, follow up on negative experiences, and route feedback to the right teams.
Clever is a venture-backed real estate technology company revolutionizing the way people buy, sell, and manage real estate. With a 4.9 TrustPilot rating and over 3,800 reviews, they have helped consumers save over $210 million in fees, fostering a customer-centric culture.
Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
Partner with Account Managers to drive renewal and expansion within your book of business.
Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.
Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.
You own a portfolio of customer accounts as their primary point of contact throughout the customer lifecycle.
You manage the renewal process end-to-end with accurate forecasting and on-time renewals.
You identify and drive upgrade and expansion opportunities within your book of business.
EasyLlama is on a mission to end checkbox compliance by reinventing compliance training with engaging, bite-sized, mobile-first learning. We are a bootstrapped, profitable company trusted by over 6,000 organizations, including Shake Shack and Sephora, and recognized on the Inc. 5000 list with a 96% G2 rating.