Lending Partnerships Concierge
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Job Description
Concierge Partner Support Manager delivering exceptional B2B support for lending products at Figure Lending. Focused on maintaining client relationships and addressing inquiries promptly and effectively.
Responsibilities:
- Serve as the primary point of contact for Loan Officers, Executives, and their teams, delivering personalized, concierge-level support
- Build and maintain strong B2B relationships through consistent, proactive communication
- Guide clients through lending product features, processes, and issue resolution
- Anticipate client needs and provide solutions before issues arise
- Troubleshoot and resolve complex inquiries with a sense of urgency and accountability
- Coordinate cross-functionally with internal teams (operations, product, engineering) to ensure timely resolutions
- Maintain detailed records of client interactions and follow-ups
- Identify trends in client feedback and recommend improvements to products or processes
Requirements:
- 5-7+ years of customer support, account management, or client success experience in a B2B environment
- Experience in mortgage, lending, fintech, or financial services strongly preferred
- Strong understanding of Loan Officer workflows and administrative support structures
- Exceptional communication skills (written and verbal) with a polished, professional tone
- Proven ability to manage multiple priorities while maintaining attention to detail
- Problem-solving mindset with a proactive, solutions-oriented approach
Benefits:
- Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
- Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
- Employer-paid life and disability insurance
- 11 observed holidays and PTO plan
- Up to 12 weeks of paid family leave
- Continuing education reimbursement
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