Associate Account Manager (Onsite)
Core
Manage 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
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
Responsibilities
Conduct proactive customer check-ins to understand satisfaction and business needs; Monitor account activity to identify at-risk or declining customers; Coordinate with internal partners (Customer Service, Credit Risk, Operations) to resolve issues; Identify and escalate account-growth and cross-sell opportunities to Account Executives; Maintain accurate account notes and status in CRM; Support periodic portfolio reviews and customer classification.
Seniority
Junior, hands-on IC
