Figure Technologies logo
Figure Technologies

Figure Technologies is a financial services company that has built a web-based platform to help its customers manage their digital assets, as well as complete i

Lending Partnerships Concierge

Location

Nevada + 1 moreAll locations: Nevada | North Carolina

Posted

5 days ago

Salary

$80.8K - $121.2K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Lending Partnerships Concierge

Figure Technologies

• Serve as the primary point of contact for Loan Officers, Executives, and their teams, delivering personalized, concierge-level support • Build and maintain strong B2B relationships through consistent, 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 a sense of urgency and accountability • Coordinate cross-functionally with internal teams (operations, product, engineering) 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

Job Requirements

  • 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 (written and verbal) with a polished, professional tone
  • Proven ability to manage multiple priorities while maintaining attention to detail
  • Problem-solving mindset with a proactive, solutions-oriented approach

Benefits

  • Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
  • Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
  • Employer-paid life and disability insurance
  • 11 observed holidays and PTO plan
  • Up to 12 weeks of paid family leave
  • Continuing education reimbursement

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