Lendz Financial

Account Manager

• 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.

Mortgage Account Manager