Lending Partnerships Concierge

Accountabilities: This role is responsible for delivering high-touch concierge support to B2B lending partners while ensuring operational excellence and continuous improvement across client interactions.

• Serve as the primary point of contact for loan officers, executives, and administrative teams, providing responsive and personalized concierge-level support
• Build and maintain strong long-term relationships with B2B clients through proactive communication and consistent follow-through
• Guide clients through lending products, workflows, platform features, and issue resolution processes
• Anticipate client needs and proactively identify solutions to prevent issues before they arise
• Troubleshoot and resolve complex client inquiries with urgency, accuracy, and accountability
• Coordinate cross-functionally with operations, product, and engineering teams to ensure timely resolution of client needs
• Maintain detailed records of client interactions, escalations, and follow-up actions to ensure continuity of service
• Identify recurring client trends and provide feedback to improve products, processes, and overall customer experience

Requirements

This role requires strong client-facing experience in financial services or fintech, combined with excellent communication and problem-solving skills in a high-volume, fast-paced environment.

• 5–7+ years of experience in customer support, client success, account management, or relationship management in a B2B environment
• Experience in mortgage, lending, fintech, banking, or financial services strongly preferred
• Strong understanding of loan officer workflows and lending operations is highly valuable
• Excellent written and verbal communication skills with a polished, professional, and client-ready tone
• Proven ability to manage multiple priorities while maintaining strong attention to detail and accuracy
• Strong problem-solving mindset with a proactive, ownership-driven approach to client issues
• Ability to work cross-functionally and collaborate effectively with internal product, operations, and technical teams
• Strong organizational skills and ability to operate effectively in fast-paced, high-stakes environments
• High level of accountability, discretion, and judgment when handling sensitive client information

Benefits

• Competitive base salary with performance-based variable compensation
• Equity grants as part of long-term incentive participation
• Comprehensive medical, dental, and vision insurance coverage (including dependent options)
• Remote-first work model within the United States
• Paid time off, holidays, and flexible vacation policies
• Paid parental leave for eligible employees
• Retirement savings plan (401(k)) with employer participation options
• Continuing education and professional development support
• Opportunity to work in a high-growth fintech environment shaping modern lending experiences.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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