Borrower Success & Growth Manager

Archwest

United States

Hybrid

USD 50,000 - 65,000

Full time

44 hours ago
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Job summary

Archwest is seeking a Borrower Success Manager to own the borrower relationship after first close, driving repeat origination and cross-sell across RTL/bridge and GUC products. You will re-engage borrowers proactively, collaborate with Operations and Underwriting, and serve as the primary contact for post-close activity.

Ideal candidates have 2–4 years in private lending or related fields, with a bachelor’s degree and strong communication skills.

Qualifications

  • 2–4 years in private lending, mortgage origination, account management, or customer success in financial services.
  • Exposure to construction management or draw processes strongly preferred given our GUC-heavy book.
  • Prior experience managing a defined book of accounts with retention or expansion targets preferred.
  • Bachelor’s degree or equivalent work experience.

Responsibilities

  • Own a defined book of borrowers post-first-close and drive repeat origination and cross-sell.
  • Execute a structured handoff from the originating Loan Officer ensuring a seamless transition.
  • Track borrower project timelines and re-engage as projects near completion.
  • Drive retention across the managed book and run reactivation outreach for dormant borrowers.
  • Coordinate with Operations on GUC draws, inspections, and project status.
  • Route deals for exception review and provide market feedback to Marketing.

Skills

Relationship management
Communication skills
Time management
CRM (Salesforce)
Credit awareness

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Archwest is seeking a Borrower Success Manager to own the borrower relationship after first close, driving repeat origination and cross-sell across RTL/bridge and GUC products. You will re-engage borrowers proactively, collaborate with Operations and Underwriting, and serve as the primary contact for post-close activity.

Ideal candidates have 2–4 years in private lending or related fields, with a bachelor’s degree and strong communication skills.

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