• Responsible for receiving new loan submissions and coordinating closing of the loan within a specified time frame. • Verifying borrower’s information, loan rates, and collecting necessary data. • Provides support to account executives across all channels. • Assists with loan processing and gains knowledge of document verification. • Maintains accurate pipeline of loans, learning facets of responsiveness and detail. • Performs daily follow-up on all deals currently in process. • Reviews files for quality assurance and verification of needed documents. • Communicates status and escalates concerns as necessary. • Supports development of peers and self.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves being the primary relationship lead, ensuring client satisfaction while acting as a bridge between client goals and internal teams. Your focus will be on nurturing partnerships, understanding client needs, and driving account retention. - Serve as the main point of contact for all client communication, ensuring a high-touch, concierge-level experience. - Build and maintain strong relationships with client stakeholders and C-suite executives, becoming a trusted advisor. - Proactively solicit client feedback, conduct NPS/satisfaction check-ins, and identify potential friction points. - Work closely with strategy team members to align the client's strategic roadmap with their business objectives. - Ensure client happiness and account retention, making every client in your portfolio a potential reference. - Act as the 'Voice of the Client' within the organization, prioritizing client needs and concerns. - Lead high-level conversations regarding client concerns or business direction changes. - Monitor the financial health of the account to ensure profitability and scope adherence. - Identify opportunities for account expansion in collaboration with Sales and Strategy. - Drive the collection of client reviews, case studies, and awards to showcase partnership success. Qualifications - 5-7 years of experience in high-level account management or client services in a digital agency environment. - Proven emotional intelligence with a high EQ for managing complex human dynamics. - Exceptional verbal and written communication skills with a focus on storytelling value. - Understanding of agency economics, including retention metrics and account growth. - Sufficient knowledge of the HubSpot ecosystem to discuss project status confidently. - Bachelor's degree in Communications, Marketing, Business, or a related field. Benefits - Fully remote work environment with a team of over 250 professionals. - Opportunity to work with leading digital solutions in a dynamic and innovative setting. - Collaborative team culture focused on growth and development. - Access to professional development resources and training. - Flexible work hours to support work-life balance. - Innovative and intelligent digital ecosystems, enhancing career growth.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Regional Relationship Manager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability. - Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc. - Provide supporting data and analytics to ensure informed decisions are made when choosing vendors - Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis - Uncover/understand client objectives, challenges and needs by performing regular client needs assessments - Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships - Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc. - In project checks pre & post with focus on Quality Control. - Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary. - Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization - Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership - Perform work under general supervision; carefully reviews the details and accuracy of work performed - Travel expected up to 40% of the time - Performs ad-hoc projects and other duties as assigned Qualifications - High School Diploma or greater - 4 years of experience in Construction, Quality Control, Customer Service, or similar Requirements - Computer Skills: Microsoft Word, Excel, PowerPoint - System Experience: Reno Walk, Scopesy, etc. Benefits - Competitive compensation - Health, Dental, Vision, Life, Disability options - 401K retirement savings plan - Paid vacation, federal and floating holidays - Maternity/Paternity Pay - Career advancement opportunities - All the tools you'll need to be successful

• Oversee strategic accounts, bridging partners and development teams • Manage project lifecycles and collaborate internally to deliver milestones • Align with key clients’ goals to ensure long-term satisfaction and strong relationships