Post-Close Borrower Success & Growth Lead

Archwest Capital, LLC; Irvine (CA); Hybrid; USD 50,000 - 65,000; Full time

Job summary

Archwest Capital, LLC seeks a Borrower Success Manager to own borrower relationships after the first close, driving repeat originations and cross-sell across RTL/bridge and ground-up construction products.

This post-sales role takes over from the originating Loan Officer, serving as the single point of contact for post-close activity and coordinating with Operations, Processing, and Underwriting in a hybrid office environment.

Qualifications

• 2–4 years in private lending, mortgage origination, or customer success in financial services.
• Exposure to construction management or draw processes strongly preferred given 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 borrower book post-first close to drive repeat origination and cross-sell across RTL/bridge and GUC products.
• Execute a structured handoff from the originating Loan Officer and onboard borrowers with complete history and preferences.
• Proactively re-engage borrowers as projects near completion and identify cross-sell opportunities.
• Drive retention and reactivation of dormant borrowers (6–12 months inactive).
• Coordinate with Operations on active GUC draws, inspections, and project status; flag pre-approval candidates for expedited processing.
• Route new product requests for exception review and provide borrower feedback to Marketing.

Skills

Relationship management

CRM systems (Salesforce)

Cross-sell & retention

Communication skills

Construction project awareness

Education

Bachelor’s degree or equivalent work experience

Tools

Salesforce

Job description

Archwest Capital, LLC seeks a Borrower Success Manager to own borrower relationships after the first close, driving repeat originations and cross-sell across RTL/bridge and ground-up construction products.

This post-sales role takes over from the originating Loan Officer, serving as the single point of contact for post-close activity and coordinating with Operations, Processing, and Underwriting in a hybrid office environment.