Lending Partnerships Concierge [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lending Partnerships Concierge based in the United States.

This role sits at the intersection of client success, lending operations, and high-touch relationship management within a fast-moving fintech environment. You will act as the primary concierge partner for loan officers, executives, and their teams, ensuring a seamless and highly responsive experience across the full lifecycle of lending products. The position is designed for someone who thrives in complex, client-facing environments where precision, urgency, and relationship-building are essential. You will be responsible for guiding sophisticated B2B clients through lending workflows while proactively anticipating needs and resolving issues before they escalate. This is a highly visible role with direct impact on client satisfaction, operational efficiency, and partner success. You will collaborate closely with internal teams across product, operations, and engineering to ensure smooth execution and continuous improvement of lending experiences. The environment is dynamic, detail-driven, and centered on delivering best-in-class service in financial services.

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!

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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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.