Remote Lending Partnerships Concierge Client Success

Crypto Pro Network; United States; On-site; USD 80,800 - 121,200; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

Employer-paid premiums for dependents

401(k) + commuter benefits

Holidays and PTO

Job summary

Figure Lending is seeking a remote Lending Partnerships Concierge to deliver exceptional, relationship-driven support to our B2B clients, including Executives and Loan Officers. You will own the client experience from onboarding through ongoing use, building strong relationships and guiding clients through product features and processes.

In this fast-paced role, you’ll coordinate with operations, product and engineering to resolve issues, maintain records, and identify trends that inform product

Qualifications

• 5-7+ years of customer support, account management, or client success experience in a B2B environment.
• Experience in mortgage, lending, fintech, or financial services strongly preferred.
• Strong understanding of Loan Officer workflows and administrative support structures.
• Exceptional communication skills with a polished, professional tone.
• Proven ability to manage multiple priorities with attention to detail.

Responsibilities

• Serve as the primary point of contact for Loan Officers and Executives, delivering concierge-level support.
• Build and maintain strong B2B relationships through proactive communication.
• Guide clients through lending product features, processes, and issue resolution.
• Anticipate client needs and provide solutions before issues arise.
• Troubleshoot and resolve complex inquiries with urgency and accountability.
• Coordinate cross-functionally with internal teams to ensure timely resolutions.
• Maintain detailed records of client interactions and follow-ups.
• Identify trends in client feedback and recommend improvements to products or processes.

Skills

Customer support

Account management

Client success

Communication skills

Job description

Figure Lending is seeking a remote Lending Partnerships Concierge to deliver exceptional, relationship-driven support to our B2B clients, including Executives and Loan Officers. You will own the client experience from onboarding through ongoing use, building strong relationships and guiding clients through product features and processes.

In this fast-paced role, you’ll coordinate with operations, product and engineering to resolve issues, maintain records, and identify trends that inform product