Mortgage Account Manager

Lendz Financial
Remote

About The Position

Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and intuitive, tech-based solutions. The company emphasizes a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Lendz is committed to delivering a world-class experience for its broker partners, streamlining the lending process from application to closing. The company's core values are Thrive Together, Act Like an Owner, and Exceed Expectations, fostering a collaborative, high-performance culture. Lendz is Great Place to Work certified and recognized as a Scotsman Guide Top Workplace. This role is for a sharp, proactive, and customer-obsessed Account Manager to join a high-performing remote team, focusing on delivering exceptional white glove service in the non-QM space. The Account Manager will be the primary contact for brokers and internal teams, ensuring loans progress quickly, questions are answered professionally, and all stakeholders feel supported. This is a fully remote role, with occasional travel to the Fort Lauderdale, Florida headquarters potentially required for training.

Requirements

  • 1–3+ years experience as a Processor or Account Manager in mortgage lending (non-QM is a plus).
  • Tenacious follow-up skills — you don’t let things sit.
  • Excellent verbal and written communication.
  • Polished, poised, and professional — especially under pressure.
  • Organized and deadline-driven with a “whatever it takes” mindset.
  • A growth mindset and hunger to learn the business deeply.

Nice To Haves

  • A customer experience nerd — someone who obsesses over delighting clients.
  • A team collaborator who can work independently but thrives in partnership.
  • A fast learner who connects the dots quickly and asks smart questions.
  • A doer who communicates early, often, and with confidence.

Responsibilities

  • Deliver white glove service from submission through close.
  • Keep brokers in the loop with timely, clear, and professional updates.
  • Build trust by responding accurately and taking initiative to resolve issues.
  • Manage active loan pipelines alongside Account Executives and Underwriters.
  • Sort and convert conditions within 24 hours.
  • Keep Salesforce and internal systems meticulously updated.
  • Stay one step ahead by anticipating questions and sending proactive follow-ups.
  • Represent Lendz with polish — both verbally and in writing.
  • Collaborate cross-functionally with Sales, Underwriting, Closing, and Funding teams.
  • Learn enough about non-QM to be “dangerous” — and use that knowledge to solve problems fast.
  • Absorb training, tools, and tech that make you (and our process) better.
  • Share ideas that improve efficiency, elevate service, and enhance the broker journey.

Benefits

  • Fully remote flexibility
  • Tech-forward systems & tools at a fast-growing company
  • Supportive and inclusive culture
  • Commitment to professional development
  • Highly subsidized health care, vision, dental, and life insurance
  • 401(k) program
  • 15 days of PTO to start + 9 paid holidays

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

1-10 employees

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