Account Manager
About The Position
Casa Lending is looking for a hybrid Account Manager to join our growing Servicing team. In this role, you will provide superior borrower experience while maintaining the well-being of our active loan portfolio. As an Account Manager, you’ll play a pivotal role in this effort, supporting borrowers through regular, meaningful communication. From loan closing to payoff, you’ll oversee borrower relationships, champion loan progress, and drive repeat business. Casa Lending is one of the fastest-growing private money lending firms in the United States. Our mission is to help real estate investors profitably scale their business by offering a best-in-class suite of loan products and leveraging top talent.
Requirements
- Customer-Oriented: Passionate about delivering exceptional service and enjoy regular interactions with borrowers.
- Proactive: Excel in managing multiple tasks, taking responsibility for your portfolio, and ensuring borrowers progress as planned.
- Strong interpersonal and communication skills, with the ability to engage professionally and cooperatively with internal and external stakeholders.
- Excellent organizational and time management skills, with the ability to prioritize and handle multiple competing tasks.
- Ability to thrive in a fast-paced, dynamic environment and remain dependable and punctual under tight deadlines.
- A collaborative mindset with the ability to work well within a team and across departments.
Responsibilities
- Serve as the main contact for your borrowers, managing all incoming inquiries and proactive communication.
- Address borrower concerns related to construction draws, interest payments, loan modifications, and payoffs, collaborating with internal teams for risk analysis and processing.
- Provide accurate insights on each deal and borrower through proactive follow-up, enabling informed decisions on loan management.
- Partner with other Account Managers and cross-functional teams, including sales, servicing, and credit, to share insights and resolve issues.
- Enhance the borrower experience during the most extended phase of our lending process, driving customer retention and repeat business.
Benefits
- Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
- Enjoy a flexible work environment where you can balance team leadership with your personal life.
- Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
- Health Insurance – Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
- Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
- Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
- Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
- Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
