Account Manager
Concord Servicing
Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. We are service-focused innovative thought leaders leveraging proprietary technology to deliver comprehensive, configurable, and customizable servicing solutions. Our subject matter experts proactively partner with clients to maximize portfolio performance at a competitive price.
Responsibilities:
- Develop and maintain strong relationships with assigned client accounts
- Act as the main point of contact for clients, addressing their needs and concerns
- Gain a deep understanding of clients' business objectives and provide strategic guidance and support
- Identify growth opportunities within client accounts and collaborate with internal teams to implement strategies
- Monitor and analyze client performance metrics
- Prepare and present regular reports and updates to clients on account status and progress
- Ensure timely and accurate delivery of services to clients
- Resolve client issues and disputes in a timely and satisfactory manner
- Proven experience in account management or a similar role
- Experience in consumer marketplace lending, SaaS loan servicing, fintech, or financial services platforms is strongly preferred
- Familiarity with AI tools and a willingness to leverage them to improve efficiency and streamline day-to-day administrative tasks
- Excellent communication and interpersonal skills (English required; Spanish preferred/required depending on role scope)
- Strong problem-solving and negotiation abilities
- Ability to build and maintain strong client relationships
- Detail-oriented with strong organizational skills
- Ability to multitask and prioritize tasks effectively
- Proficient in Microsoft Office Suite
- Bachelor’s degree in business administration or a related field
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Parental Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Wellness Resources
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