Onsite Sales & Account Manager – Lending & Title

Confidential Recruiting Partners; Fairfield (OH); On-site; USD 47,000 - 63,000; Full time

Job summary

Confidential Recruiting Partners seeks a Sales Account Manager to support business development efforts and maintain relationships with lending institutions and related partners. The role blends account management, client relationships, and growth initiatives in a financial services setting.

onsite role with no visa sponsorship or relocation assistance, focusing on reporting, pipeline management, and delivering high-quality service to lenders and industry partners.

Qualifications

• High School Diploma or equivalent.
• Proficiency with Microsoft Office, including Excel.
• Experience working directly with lending institutions.
• Knowledge of lending insurance products and processes.
• Minimum of 2 years of account management experience.
• Experience supporting title-related transactions or documentation.
• Strong communication, relationship-building, and organizational skills.
• Minimum of 2 years of experience within insurance, lending, financial services, or a related industry.

Responsibilities

• Track customer interactions and sales activities within CRM systems.
• Assist with reporting, pipeline management, and account activity tracking.
• Coordinate activities related to lending insurance and title-related services.
• Collaborate with internal teams to ensure timely and accurate service delivery.
• Build and maintain relationships with lending institutions and industry partners.
• Support business development initiatives and identify opportunities for growth.
• Manage existing client accounts while ensuring a high level of customer service.
• Develop and nurture long-term client relationships that contribute to business growth.

Skills

Account management

Relationship-building

Communication skills

Organizational skills

Business development

Insurance knowledge

Lending operations knowledge

Education

High School Diploma or equivalent

Tools

HubSpot CRM

Job description

Confidential Recruiting Partners seeks a Sales Account Manager to support business development efforts and maintain relationships with lending institutions and related partners. The role blends account management, client relationships, and growth initiatives in a financial services setting.

onsite role with no visa sponsorship or relocation assistance, focusing on reporting, pipeline management, and delivering high-quality service to lenders and industry partners.