Customer Success Manager – Mortgage

Job not on LinkedIn

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $130k - $150k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Loancrate

WebsiteLinkedInAll Job Openings

11 - 50 employees

💳 Fintech

🤖 Artificial Intelligence

🤝 B2B

Fintech • Artificial Intelligence • B2B

Loancrate is a modern, easy-to-deploy Loan Origination System with built-in AI that works alongside your team to enhance efficiency. It automates document processing, organizes documents, creates dynamic to-do lists, and configures data checks to streamline operations and minimize manual tasks. By integrating advanced AI capabilities, Loancrate aims to revolutionize the way loan origination processes are managed, ensuring compliance and reducing errors across the workflow.

📋 Description

• Own the customer relationship from kickoff through go-live and beyond • Advise lenders on implementation and translate current-system processes into Loancrate configuration • Answer real-time product questions from loan officers, processors, operations leaders, and executives • Handle objections and keep customers moving toward go-live • Sell the ongoing value of Loancrate throughout implementation • Serve as the trusted post-go-live partner, coach, and first point of contact • Package customer requests, edge cases, and pain points as feedback for Product and Engineering • Support sales by helping run product demos and speaking to prospects • Build advisory frameworks, configuration recommendations, objection-handling guides, and account artifacts • Travel approximately once a month domestically within the United States, with occasional additional milestone trips • Become the primary customer-facing CSM on at least one live lender account within the first 90 days • Establish working relationships with Product and Engineering for regular customer feedback and product questions

🎯 Requirements

• Direct mortgage lender experience at an actual lender for at least 2-3 years • Customer/borrower-facing experience • Consultative, sales-minded instincts, including handling objections and persuasive customer interactions • Deep fluency in the mortgage lifecycle from application through funding • Knowledge of 1003, LE, CD, AUS findings, conditions, and lock extensions • CSM, AM, or SDR experience at a mortgage technology company is ideal but not required • Hands-on experience with a loan origination system such as Encompass, Empower, or Byte • Clear written and verbal communication • Comfort running customer working sessions and product demos • Bias to action and comfort with ambiguity • Curiosity about AI and its impact on mortgage workflows • Mortgage/lending industry experience is required

🏖️ Benefits

• Robust medical coverage (100% of employee + family premiums covered) • Vision & dental coverage • 401(k) • HSA / FSA • Access to lender partner's employee loan program • Remote-first culture - work from wherever you do your best work • Flexible time off - we trust you to manage your time