Account Manager

Builders Capital; Cleveland (OH); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Health Savings Account (HSA)

Paid time off

Paid holidays

Flexible work environment

National impact

Job summary

Casa Lending, a growing private money lender, seeks a hybrid Account Manager to support our servicing team and oversee borrower relationships from closing to payoff.

The role emphasizes delivering a superior borrower experience, proactive communication, and collaboration with internal teams to resolve issues and drive repeat business. Exempt, full-time with competitive benefits.

Qualifications

• Experience in lending or servicing industry preferred.
• Strong communication with borrowers is essential.
• Ability to manage multiple tasks and maintain portfolio health.

Responsibilities

• Serve as the main contact for borrowers, managing inquiries and proactive communication.
• Address borrower concerns related to draws, payments, modifications, and payoff with internal teams.
• Provide accurate deal insights to enable informed loan management decisions.
• Collaborate with cross-functional teams (sales, servicing, credit) to resolve issues and share insights.

Skills

Borrower relationships

Problem solving

Proactive

Customer service

Communication skills

Organizational skills

Team collaboration

Job description

Casa Lending is looking for a hybrid Account Manager to join our growing Servicing team. In this role, you will provide superior borrower experience while maintaining the well-being of our active loan portfolio. As an Account Manager, you’ll play a pivotal role in this effort, supporting borrowers through regular, meaningful communication. From loan closing to payoff, you’ll oversee borrower relationships, champion loan progress, and drive repeat business.

Casa Lendingis one of the fastest-growing private money lending firms in the United States. Our mission is to help real estate investors profitably scale their business by offering a best-in-class suite of loan products and leveraging top talent.

What You’ll Do:

• Borrower Relationship Liaison: Serve as the main contact for your borrowers, managing all incoming inquiries and proactive communication.
• Problem Solving: Address borrower concerns related to construction draws, interest payments, loan modifications, and payoffs, collaborating with internal teams for risk analysis and processing.
• Insight Expert: Provide accurate insights on each deal and borrower through proactive follow-up, enabling informed decisions on loan management.

Who You Are:

• Customer-Oriented: Passionate about delivering exceptional service and enjoy regular interactions with borrowers.
• Proactive: Excel in managing multiple tasks, taking responsibility for your portfolio, and ensuring borrowers progress as planned.

Daily Responsibilities:

• Collaboration: Partner with other Account Managers and cross-functional teams, including sales, servicing, and credit, to share insights and resolve issues.
• Impact: Enhance the borrower experience during the most extended phase of our lending process, driving customer retention and repeat business.

• Communication Skills: Strong interpersonal and communication skills, with the ability to engage professionally and cooperatively with internal and external stakeholders.

• Organizational Skills: Excellent organizational and time management skills, with the ability to prioritize and handle multiple competing tasks.
• Adaptability: Ability to thrive in a fast-paced, dynamic environment and remain dependable and punctual under tight deadlines.
• Team Player: A collaborative mindset with the ability to work well within a team and across departments.

At Casa Lending, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:

• Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
• Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
• National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
• Health Insurance – We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
• Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
• Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
• Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
• Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.

We’re here to support you both professionally and personally—because when you thrive, we all thrive.

The pay range for this position is $65,000 - $75,000 annually commensurate with experience and education.

Casa Lending is an Equal Opportunity Employers (EEO) and welcome all qualified applicants.

This is a full-time, exempt position.

The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.