Mortgage Account Manager

Job Summary

Driving growth and strategic value creation, the fully remote Mortgage Strategic Account Manager will build and nurture relationships with high-value mortgage clients, lead client strategy development, and ensure alignment on objectives while meeting revenue and retention targets.

Key responsibilities

• Builds and maintains trusted relationships with senior-level mortgage clients to establish long-term partnerships
• Leads executive-level client engagement activities and collaborates with internal teams to develop solutions and drive measurable outcomes
• Monitors account performance and financial metrics, providing regular updates and forecasts while championing continuous improvement initiatives

Required qualifications

• Bachelor's degree in business, marketing, or a related field plus 7+ years of experience in account management or client success within the mortgage industry
• Proven ability to develop strategic plans and execute growth initiatives based on complex client business models
• Exceptional communication, negotiation, and relationship-building skills with experience in leading cross-functional teams
• Strong data analysis and decision-making abilities to guide strategy and achieve measurable results
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)