Mortgage Account Manager

November 13

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Lendz Financial

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Finance • Fintech • B2C

Lendz Financial is a modern mortgage lender that provides a streamlined and transparent loan process for various mortgage solutions. With competitive rates and state-of-the-art technology, Lendz allows clients to have complete control over the loan process while ensuring quick turnaround times and upfront underwriting. The company emphasizes supportive customer service, making it easy for users to navigate their mortgage concerns anytime, supported by a team that is always available to assist.

11 - 50 employees

Founded 2019

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Deliver white glove service from submission through close. • Keep brokers in the loop with timely, clear, and professional updates. • Build trust by responding accurately and taking initiative to resolve issues. • Manage active loan pipelines alongside Account Executives and Underwriters. • Sort and convert conditions within 24 hours. • Keep Salesforce and internal systems meticulously updated. • Stay one step ahead by anticipating questions and sending proactive follow-ups. • Represent Lendz with polish — both verbally and in writing. • Collaborate cross-functionally with Sales, Underwriting, Closing, and Funding teams. • Learn enough about non-QM to be “dangerous” — and use that knowledge to solve problems fast. • Absorb training, tools, and tech that make you (and our process) better. • Share ideas that improve efficiency, elevate service, and enhance the broker journey.

🎯 Requirements

• 1–3+ years experience as a Processor or Account Manager in mortgage lending (non-QM is a plus). • Tenacious follow-up skills — you don’t let things sit. • Excellent verbal and written communication. • Polished, poised, and professional — especially under pressure. • Organized and deadline-driven with a “whatever it takes” mindset. • A growth mindset and hunger to learn the business deeply.

🏖️ Benefits

• Fully remote flexibility • Tech-forward systems & tools at a fast-growing company • Supportive and inclusive culture • Commitment to professional development • Highly subsidized health care, vision, dental, and life insurance • 401(k) program • 15 days of PTO to start + 9 paid holidays