Company
Financial Services
LeadBorrowerSuccessAssociate
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optimal for Lead candidates.
“Lead Borrower Success Associate. Skills: Borrower success, Operational expertise, Process improvement. Serve as senior operational expert. Support frontline teams with guidance”
What You'll Achieve.
Continuously improve servicing performance
Industry & Context.
Root cause analysis
What They're Looking For.
Must Have
4–6+ years of experience in operations, servicing, customer support, or workflow/case management, Experience working cross-functionally with operations, collections, onboarding, or similar teams, Experience handling escalations, backlog management, and operational issue resolution, Ability to analyze data, identify root causes, and translate insights into process improvements, Experience creating or maintaining process documentation, SOPs, or operational playbooks
Nice to Have
Subject matter expert or informal operational lead experience
What You'll Do.
Serve as senior operational expert
Support frontline teams with guidance
Resolve borrower issues
Monitor queues and backlog trends
Identify risks and inefficiencies
Investigate complex borrower escalations
Balance compliance requirements
Partner with cross-functional teams
Identify process gaps
Recommend scalable improvements
Recommend automation opportunities
Recommend tooling enhancements
Maintain operational documentation
Update training resources
Support borrower-facing operations
Ensure high-quality service delivery
Leverage operational data and insights
Continuously improve servicing performance
How You'll Work.
Team & Collaboration
Cross-functional teams; Operations teams; Onboarding teams; Collections teams; Loss mitigation teams
Communication Scope
Explain complex issues
Full Job Description
## Accountabilities Serve as a senior operational expert across servicing workflows, supporting frontline teams with guidance, escalation handling, and issue resolution. Monitor queues, backlog trends, and operational health metrics to proactively identify risks and inefficiencies. Investigate and resolve complex borrower escalations while balancing compliance requirements, borrower experience, and business priorities. Partner with cross-functional teams including operations, onboarding, collections, and loss mitigation to improve workflows and remove blockers. Identify process gaps and recommend scalable improvements, automation opportunities, and tooling enhancements. Maintain and update operational documentation, SOPs, and training resources to ensure consistency and clarity across teams. Support borrower-facing operations across multiple channels as needed, ensuring high-quality service delivery. Leverage operational data and insights to prioritize work and continuously improve servicing performance. Requirements 4–6+ years of experience in operations, servicing, customer support, or workflow/case management in a fast-paced environment. Experience working cross-functionally with operations, collections, onboarding, or similar teams in complex workflows. Strong experience handling escalations, backlog management, and operational issue resolution. Familiarity with CRM or workflow management systems and operational tooling environments. Ability to analyze data, identify root causes, and translate insights into process improvements. Experience creating or maintaining process documentation, SOPs, or operational playbooks. Strong communication skills with the ability to explain complex issues clearly to both technical and non-technical stakeholders. Highly organized, adaptable, and comfortable managing competing priorities in ambiguous environments. Experience acting as a subject matter expert or informal operational lead is strongly preferred. Benefits Competitive co
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