CL Account Manager

RCN Capital is seeking an Account Manager to serve as the primary technical point of contact for new Correspondent Lender (CL) partners throughout the onboarding lifecycle. This role is responsible for guiding clients through system setup, product training, and early adoption to ensure a smooth and successful launch with RCN Capital’s technology platforms.

The Account Manager delivers live training sessions, supports account creation and onboarding activities, and maintains detailed onboarding and engagement records within CRM tools. Acting as a liaison between CL partners and internal teams—including Technical Support, Partnership Management, and Technology & Development—this role helps resolve issues, communicate enhancements, and proactively identify opportunities to improve the client experience.

Additionally, the role gathers client feedback to support product and process improvements, manages ongoing client needs as new functionality is released, and represents RCN Capital at industry conferences and CL training events.

Responsibilities:

• Serve as the tech application point of contact for new CL clients throughout the onboarding lifecycle
• Schedule and conduct live product training sessions and guide clients through setup, usage and early adoption
• Assist in the account creation and on-boarding of new CL into the system
• Maintain detailed records of onboarding progress and client engagement using CRM tools
• Act as the point of contact and handle customers’ individual needs as new functionality and applications are released
• Gather client feedback during onboarding to inform product improvements and client resources
• Serve as a liaison between the client and other RCN departments such as Technical Support, Partnership Management, Technology & Development, and others.
• Proactively identify potential friction points and recommend solutions for a smoother client experience
• Represent RCN at various industry conferences and CL training groups
• Additional tasks and projects to align with evolving business needs

Required Skills and Experience:

• Excellent communication and interpersonal skills, especially when working with technical and non-technical users
• Highly motivated with strong work ethic
• Highly organized with strong attention to detail and ability to manage multiple onboarding timelines simultaneously
• Strong problem-solving skills and a client-first mindset
• Strong telecommunication skills
• Proficient in MS Office, specifically Outlook, Word and Excel
• Adapts well to change and performs successfully in a fast paced environment
• 1-2 years of experience in a professional, client-focused role, specifically including phone work or cold calling
• 1-2 years of experience in a business development, sales, or similar role
• Commensurate educational experience will be considered.

Preferred Skills and Experience:

• Experience in FinTech, lending software, or mortgage technology platforms
• Knowledge of software sales preferred
• Background in sales support, technical support, or implementation roles
• 1-2 years of experience in the real estate lending, mortgage or banking industry

Education:

• Associate’s degree (required) or Bachelor’s degree (preferred) in Business, Communication or related field.

Work Schedule:

• Full time, 40 hours/week
• Monday-Friday, 9AM to 6PM
• Hybrid work model
• First 90 days onsite for training
• 2 days/week required onsite after

Why RCN Capital:

• Growth-oriented environment with opportunities to expand your legal skill set
• Ongoing training and development
• Casual dress policy
• Free food and beverage program
• Competitive benefits, including 401(k)
• And many additional perks

Equal Opportunity Employer


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