Mortgage Capital Markets - Customer Success Manager
HomeLend, New York, NY, United States
Position Overview
As the Capital Markets Customer Success Manager, your mission will be to lead a frontline seller-success center, supporting the expanding network of loan sellers utilizing the HomeLend platform, including independent mortgage banks and depository institutions. Responsibilities
Act as the customer-success and problem-solving partner for sellers, addressing their questions regarding eligibility, pricing, platform usage, loan status and the likes. Proactively reach out and enhance relationships with sellers to drive engagement, platform adoption and loan sales to investors on the HomeLend platform. Partner with internal product, marketing, and sales teams to enhance seller experience and operational efficiency. A blend of strong sales orientation and robust analytical capability. You must proactively reach out to and build relationships with customers. Discussions with customers typically require a solid understanding of mortgage investment, including the eligibility and pricing criteria and purchase process. Strong communication and relationship‑building skills; client focus. Thrives in a fast‑paced, collaborative environment. Comfort with financial industry concepts. Required Qualifications
Bachelor’s degree with strong academic performance At least 3 years of mortgage industry experience including in correspondent lending and/or to loan purchases. Experience dealing with mortgage eligibility and pricing. High level of proficiency in all Microsoft® Office applications (PPT; Word; Excel). You will need to understand the HomeLend platform thoroughly. Desired Qualifications
Solid domain expertise in whole loan pricing and understanding of guidelines and rate sheets. Exposer to and understanding of key pain points and business decision drivers of loan originators. Compensation will include a competitive salary, performance-based bonus, and Stock options through the Homelend’s ESOP, providing the opportunity to share in our success. Hybrid | at least 5 days/month in the NYC office (more during onboarding).
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As the Capital Markets Customer Success Manager, your mission will be to lead a frontline seller-success center, supporting the expanding network of loan sellers utilizing the HomeLend platform, including independent mortgage banks and depository institutions. Responsibilities
Act as the customer-success and problem-solving partner for sellers, addressing their questions regarding eligibility, pricing, platform usage, loan status and the likes. Proactively reach out and enhance relationships with sellers to drive engagement, platform adoption and loan sales to investors on the HomeLend platform. Partner with internal product, marketing, and sales teams to enhance seller experience and operational efficiency. A blend of strong sales orientation and robust analytical capability. You must proactively reach out to and build relationships with customers. Discussions with customers typically require a solid understanding of mortgage investment, including the eligibility and pricing criteria and purchase process. Strong communication and relationship‑building skills; client focus. Thrives in a fast‑paced, collaborative environment. Comfort with financial industry concepts. Required Qualifications
Bachelor’s degree with strong academic performance At least 3 years of mortgage industry experience including in correspondent lending and/or to loan purchases. Experience dealing with mortgage eligibility and pricing. High level of proficiency in all Microsoft® Office applications (PPT; Word; Excel). You will need to understand the HomeLend platform thoroughly. Desired Qualifications
Solid domain expertise in whole loan pricing and understanding of guidelines and rate sheets. Exposer to and understanding of key pain points and business decision drivers of loan originators. Compensation will include a competitive salary, performance-based bonus, and Stock options through the Homelend’s ESOP, providing the opportunity to share in our success. Hybrid | at least 5 days/month in the NYC office (more during onboarding).
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