Overview of the Role

This job description outlines the expectations for a Sr. Account Manager within the Mortgage Connect brand, placing an emphasis on leadership, client relationship management, and expertise in the mortgage industry—particularly in loan modification and loss mitigation. The position is designed for individuals who are highly goal-oriented, proactive in client engagement, and skilled at identifying and capturing new business opportunities.

• Supervision and Escalation: Oversee account representatives to ensure client needs are met and act as the primary escalation point for service issues. This includes facilitating effective communication between clients, internal teams, and the company.
• Client Relationship Management: Serve as the "Face" of the organization, fostering strong, ongoing relationships at various levels within client organizations. Assess client needs, manage expectations, and resolve inquiries and concerns promptly.
• Expertise in Mortgage Services: Leverage substantial experience in mortgage processes, with a specific focus on loan modification, loss mitigation, and title services. This level of expertise is critical for understanding client requirements and delivering relevant solutions.
• Business Growth and Opportunity Identification: Grow existing accounts by expanding the scope of services and introducing new offerings in collaboration with the sales team. Proactively seek new opportunities to increase account value and revenue.
• Ownership and Independent Judgment: Exercise independent decision-making and take full ownership of assigned accounts, ensuring consistent responsiveness and a thorough understanding of each client’s business and service needs.
• Brand Advocacy: Promote forward-thinking ideas to elevate the Mortgage Connect brand and ensure positive, long-term client relationships.

• Demonstrated experience in mortgage, with a strong focus on loan modification, loss mitigation, and title processes.
• Customer-oriented mindset with a proactive, “can do” attitude.
• Strong goal orientation and a track record of achieving business objectives.
• Excellent communication and problem-solving skills, especially in managing escalations and complex client needs.
• Ability to cultivate deep, multi-level relationships within client organizations.
• Strategic thinking and business development skills, including identifying and acting on growth opportunities.
• Capacity to exercise independent judgment and discretion on a daily basis.

Overall Assessment

This Sr. Account Manager role is well-defined for candidates with significant experience in the mortgage sector, particularly loan modification and loss mitigation. The blend of relationship management, operational oversight, and business development provides a dynamic, challenging environment ideal for results-driven professionals. Success in this position will hinge on strong communication skills, deep industry knowledge, and an entrepreneurial approach to both client service and business growth.

The emphasis on being a client advocate, owning the full lifecycle of account management, and promoting the brand aligns well with leadership-oriented candidates. The job description is clear in its expectations and offers a meaningful opportunity for seasoned account managers to have a direct impact on both client satisfaction and organizational growth.

• Competitive payrates based on skills and experience
• Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts
• Rest and relaxation: Paid holidays and generous PTO based on tenure
• Community and Philanthropy: Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future: 401K plan and robust continuous learning opportunities
• Work Perks Program: Access to discounts that help save money in your daily life

Is this the ideal location for you?

Mortgage Connect is committed to offering a flexible work environment for this role. This is a remote role, meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect’s remote work policy and business needs.)

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

All onboarding employees will be required to complete a pre-employment background check and drug screening.

We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact HR@mortgageconnectlp.com