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Lendz Financial

Mortgage Account Manager (West Coast, Remote)

Posted 7 Days Ago
Be an Early Applicant
Remote
2 Locations
Junior
Remote
2 Locations
Junior
Manage the broker experience by providing exceptional service, facilitating loan pipelines, and collaborating with internal teams to ensure smooth operations.
The summary above was generated by AI

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. We emphasize a modern, customer-centric approach, offering competitive rates, a diverse range of products, and rapid turnaround times. Committed to delivering a world-class experience for our broker partners, we streamline the lending process to ensure a smooth journey from application to closing. Our core values—Thrive Together, Act Like an Owner, and Exceed Expectations—cultivate a collaborative, high-performance culture that drives our pursuit to become the undeniable leader in mortgage lending. Lendz is proud to be certified as a Great Place to Work!

Job Summary:

We’re Lendz — a modern mortgage lender with a mission to deliver exceptional white glove service in the non-QM space. We’re looking for a sharp, proactive, and customer-obsessed Account Manager to join our high-performing remote team. As the face of Lendz to brokers and internal teams alike, you’ll ensure loans move quickly, questions get answered professionally, and every stakeholder feels supported. If you’re a proactive communicator with a service-first mindset who thrives on follow-through, clarity, and constant learning, we want to meet you. Apply today and help us deliver mortgage lending the way it should be: smart, seamless, and broker-centric.

This is a fully remote role for West Coast candidates, with required hours of 9:00 AM–6:00 PM PT, Monday through Friday. Occasional travel to our Fort Lauderdale, Florida headquarters may be needed for training.

What You’ll Do:

Own the Broker Experience:

  • 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.

Be the Link That Moves Loans Forward:

  • Manage active loan pipelines alongside Account Executives and Underwriters.
  • Sort and convert conditions within 24 hours.
  • Keep Salesforce and internal systems meticulously updated.

Communicate Proactively and Professionally:

  • 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.

Stay Curious & Grow:

  • 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.

What We’re Looking For:

  • 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.

You’ll Thrive at Lendz If You Are:

  • 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.

Perks of Working at Lendz:

  • 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

Top Skills

Salesforce

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