Account Manager

Commercial Lenders of America; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Commercial Lenders of America seeks an Account Manager in the Greater Chicago Area with a hybrid work arrangement. You will manage a portfolio of commercial lending clients, acting as the main contact and ensuring a smooth loan process from needs assessment to funding.

You will coordinate documentation with underwriting and operations, track the pipeline, support bankers and referral partners, and look for opportunities to expand services while maintaining accurate CRM records.

Qualifications

• Experience managing client relationships in financial services, commercial lending, or banking.
• Strong account management skills: pipeline tracking, follow-up communication, and coordinating documentation and deadlines.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities; ability to handle multiple accounts and deadlines.
• Knowledge of commercial lending products (SBA, conventional, non-conventional) and basic credit concepts.
• Proficiency with CRM tools, spreadsheets, and standard office software.
• Bachelor’s degree in business, finance, economics, or related field, or equivalent professional experience.
• Prior SBA or commercial fallout loans experience is a plus; no-fee application familiarity is a plus.

Responsibilities

• Manage a portfolio of commercial lending clients and serve as the primary point of contact.
• Ensure a positive and efficient customer experience throughout the loan process.
• Evaluate client needs and coordinate loan documentation with underwriting and operations.
• Monitor loan pipeline status and communicate with bankers and referral partners.
• Identify opportunities for additional services and help resolve issues related to applications, approvals, and funding.
• Track and report client activity, maintain accurate CRM records, and collaborate with leadership to improve processes.

Skills

Client relationship management

Commercial lending

Pipeline tracking

Follow-up communication

Documentation coordination

Written communication

Verbal communication

Organizational skills

Time management

Multi-tasking

CRM tools

Education

Bachelor’s degree in business/finance/economics or related field

Tools

CRM tools

Spreadsheets

Office software

Job description

Company Description Commercial Lenders of America (CLA) is a leading provider of commercial SBA fallout loans and a trusted partner for bankers seeking reliable debt placement solutions. The company specializes in both conventional and non‑conventional commercial financing, including hard and soft debt structures. CLA serves a wide range of businesses with loan amounts from $350,000 up to $50 million, ensuring no commercial loan is considered too small. All loan programs feature a no application fee process, offering an accessible and streamlined experience for clients. More information about CLA’s services is available at www.clamericacash.com.

Role Description The Account Manager is a full‑time role based in the Greater Chicago Area with a hybrid work arrangement, combining time in the office with the option to work from home. This position is responsible for managing a portfolio of commercial lending clients, serving as the primary point of contact, and ensuring a positive and efficient customer experience throughout the loan process. Daily tasks include evaluating client needs, coordinating loan documentation, communicating with internal underwriting and operations teams, and monitoring loan pipeline status. The Account Manager will also support bankers and referral partners, identify opportunities for additional services, and help resolve issues related to applications, approvals, and funding. This role requires regular tracking and reporting of client activity, maintaining accurate records in CRM systems, and collaborating with leadership to improve processes and service quality.

Qualifications

• Experience managing client relationships in financial services, commercial lending, or banking, with a focus on delivering responsive and professional support.
• Strong skills in account management activities such as pipeline tracking, follow‑up communication, and coordinating documentation and deadlines.
• Knowledge of commercial lending products (including SBA, conventional, and non‑conventional loans) and an understanding of basic credit and underwriting concepts.
• Proficiency with CRM tools, spreadsheets, and standard office software to manage client information and produce accurate reports.
• Excellent written and verbal communication skills, including the ability to explain financing options clearly and build trust with clients and partners.
• Ability to work effectively in a hybrid environment, balancing independent work from home with collaborative in‑office meetings in the Greater Chicago Area.
• Strong organizational and time management abilities, with attention to detail and the capacity to handle multiple accounts and deadlines concurrently.
• Bachelor’s degree in business, finance, economics, or a related field, or equivalent professional experience in commercial lending or banking.
• Prior experience with SBA or commercial fallout loans is a plus, along with familiarity with no‑fee application processes and referral‑based business models.