Account Manager

Posted 2 Days Ago
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Scottsdale, AZ, USA
In-Office
Mid level
Software • Financial Services
The Role
Manage and grow a portfolio of client accounts for a loan-servicing firm. Serve as main client contact, deliver services accurately and on time, analyze performance metrics, prepare reports, resolve issues, identify expansion opportunities, and collaborate with internal teams to support client objectives and business growth.
Summary Generated by Built In

Concord is a leading loan-servicing company with more than three decades of experience delivering high-quality solutions for originators, lenders, and capital providers across consumer and commercial markets.

Our Mission
We exist to deliver exceptional servicing outcomes for our clients and borrowers by combining deep domain expertise, robust technology platforms, and a steadfast focus on compliance, risk management, and client service. With this expanded platform, we aim to be the go-to partner across the credit lifecycle for both consumer-finance and commercial/lease portfolios.

About the Role
Concord Servicing is seeking an experienced and results-driven Account Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of client accounts, ensuring client satisfaction, and driving business growth. We are particularly interested in candidates with experience in solar industry loan servicing, consumer marketplace lending, SaaS loan servicing platforms or related fintech environments.

Key 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

Requirements
  • Proven experience in account management or a similar role
  • Experience in the solar industry, specifically in solar loan servicing or solar financing programs, strongly preferred
  • Experience in consumer marketplace lending, SaaS loan servicing, fintech or financial services platform, strongly preferred
  • 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

Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short-Term & Long-Term Disability
  • Wellness Resources

Skills Required

  • Proven experience in account management or a similar role
  • Experience in solar loan servicing or solar financing programs
  • Experience in consumer marketplace lending, SaaS loan servicing, fintech, or financial services platforms
  • Excellent communication and interpersonal skills (English)
  • Spanish language skills
  • 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
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The Company
HQ: Scottsdale, AZ
177 Employees
Year Founded: 1988

What We Do

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. For over three decades, Concord has delivered award-winning financial technology and support for unparalleled efficiency, accuracy, and flexibility. Concord serves clients globally and operates facilities in the United States and Mexico. To learn more about our comprehensive services, visit www.concordservicing.com.

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