LendingPartnershipsConcierge

## 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 collabora