Account Manager
Job description:
Position: Account Manager (Loan Servicer)
Reports to: Director of Servicing
Location: In-Office, Full-Time
About Mobilization Funding
- Provides cash flow solutions to construction and manufacturing businesses
- Focused on long-term partnerships and tailored financing solutions
- Core Values: Do the Right Thing, Commitment to Excellence, Create the Best Customer Experience, Be Humble, Leadership Through Action
Position Overview
- Manage borrower relationships throughout loan lifecycle
- Ensure accurate servicing, timely communication, and strong customer support
- Oversee repayment schedules, fund disbursements, modifications, and issue resolution
Key Responsibilities
Loan Servicing & Account Management
- Manage active loan accounts from funding through maturity
- Monitor repayments, fund requests, balances, and modifications
- Process payment and disbursement transactions in Salesforce and Online Banking Portal
Customer Communication
- Act as primary point of contact for borrowers
- Maintain consistent updates on payments, projects, and servicing needs
- Escalate issues while preserving client relationships
Funds Management
- Review and process disbursement requests with required approvals
- Track payments from project payors; apply funds per policy (interest, costs, principal, fees)
- Ensure compliance with Funds Directive for payments into MF accounts
Risk & Compliance
- Identify and escalate risks tied to delayed payments or project changes
- Maintain accurate servicing logs in Salesforce
- Ensure compliance with loan documents and policies
Internal Collaboration
- Partner with Underwriting, Servicing, and Accounting for accurate reporting
- Provide leadership with updates on accounts, risks, and opportunities
- Contribute to process improvements and customer experience initiatives
Qualifications
- Bachelor’s degree in Business/Finance/Accounting preferred; equivalent experience considered
- 2+ years in loan servicing, account management, or financial services preferred
- Banking or finance background preferred but not required
- Strong customer service and relationship skills
- Excellent attention to detail, organization, and communication
- Demonstrated initiative, accountability, and problem-solving ability
- Positive, solutions-oriented mindset and team-oriented attitude
- Proficiency in Microsoft Excel; Salesforce or CRM experience a plus
Key Attributes for Success
- Customer-focused and motivated to help businesses succeed
- Takes ownership and follows through on tasks
- Approaches challenges with professionalism and integrity
- Maintains a positive, problem-solving attitude
- Contributes to a supportive, high-performance team culture
- Aligns with our Core Values: Create the Best Customer Experience, Do the Right Thing, Leadership Through Action, Be Humble, Commitment to Excellence
Compensation & Benefits
- Health, dental, vision, and pet insurance
- 401(k) with company match
- Paid Time Off (PTO)
- Professional growth and development opportunities