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What is the role of a Lending Partnerships Concierge at Jobgether?

The Lending Partnerships Concierge position at Jobgether is a Full-time or part-time position opportunity in the Customer Service field.

Where is this Lending Partnerships Concierge job located?

United States, Other / Non-US, United States

What type of employment is offered for this Lending Partnerships Concierge role?

Full-time or part-time position

What is the expected salary for this Lending Partnerships Concierge job?

Compensation will be discussed during the hiring process.

Lending Partnerships Concierge job near me in United States, Other / Non-US at Jobgether

Lending Partnerships Concierge

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!

Why Apply Through Jobgether?

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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Lending Partnerships Concierge in United States at Jobgether

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