Associate Account Manager
Core
Manages an assigned portfolio of established FirstFunding customer relationships to support retention, relationship health, and long-term account growth.
Role type
Associate Account Manager
Builds
Customer retention and account growth for FirstFunding lenders
Domain
Mortgage lending and financial services
Deliverable
client delivery
Required skills
proactive relationship management, account monitoring, cross-functional coordination, CRM documentation, opportunity identification, customer training support
Preferred skills
outbound calling, strategic re-engagement, problem-solving
Technologies
CRM systems
Responsibilities
Manage assigned customer portfolio, conduct proactive check-ins, monitor account activity, coordinate with internal partners, identify growth and cross-sell opportunities, maintain accurate account notes, support portfolio reviews
Seniority
Entry-level, individual contributor
