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
Requirements
- 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
Benefits
- 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
Skills Required
- Proven experience in account management or a similar role
- Experience in consumer marketplace lending, SaaS loan servicing, fintech, or financial services platforms
- Familiarity with AI tools and willingness to leverage them to improve efficiency
- Excellent communication and interpersonal skills (English required)
- Spanish language skills (preferred/required depending on role)
- 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
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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