Account Manager

Job Description

Job Description

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