LendingPad Senior Onboarding & Relationship
LendingPad Corp., Mc Lean, VA, United States
Position : Senior Onboarding & Relationship Manager
LendingPad, Corp. 7901 Jones Branch Drive, McLean, VA 22102
LendingPad is a fast-growing Loan Origination System (LOS) built for the modern mortgage institution. The suite of products include a point of sale (POS), compliance engine, document solution, API, and other mortgage‑origination related products. Our goal is to provide a scalable, efficient, and compliant software solution to meet the needs of today’s demands.
Job Description:
We are seeking a dynamic and client‑focused Senior Onboarding & Relationship Manager to lead the successful implementation and long‑term engagement of our mortgage software solutions. This role bridges the gap between technology and customer satisfaction, ensuring clients are empowered, supported, and delighted throughout their journey with us.
Requirements:
5+ years of mortgage experience
Strong direct experience with client onboarding, relationship management, or account management—preferably in mortgage or financial technology
Strong understanding of mortgage operations (origination, underwriting, closing, servicing)
Excellent communication, presentation, and interpersonal skills
Experience with CRM tools (e.g., HubSpot) and project management platforms
Ability to manage multiple clients and priorities in a fast‑paced environment
Problem‑solving mindset with a passion for customer success
Familiarity with mortgage software platforms (LendingPad LOS or other LOS)
Strong work ethics, a passion for excellence and a desire to continuously learn
Exceptional multi‑tasking abilities and a high level of organization to manage competing priorities in a fast‑paced environment
Polite and professional attitude
Education:
Bachelor’s degree in Business, Finance, Technology, or related field preferred
Duties:
Lead end‑to‑end onboarding for new mortgage software clients, including planning, configuration, training, and go‑live support
Serve as the primary point of contact for client relationships post‑implementation, ensuring satisfaction and retention
Serve as the senior point of escalation during onboarding to ensure timely resolution and client confidence
Collaborate with internal teams (Product, Development, Support) to resolve client issues and deliver enhancements
Develop customized onboarding plans based on client workflows, regulatory needs, and platform capabilities
Conduct regular check‑ins and business reviews to assess client health and identify growth opportunities
Monitor usage metrics and proactively address adoption challenges
Advocate for client needs and feedback in product roadmap discussions
Stay current on mortgage industry trends, compliance changes, and technology updates to advise clients effectively
Facilitate seamless transitions from sales to onboarding by serving as the primary liaison between new clients and internal teams
Collaborate closely with sales, operations, and development teams to deliver a consistent and high‑touch onboarding journey that reinforces trust and sets the foundation for long‑term relationships
Provide departmental guidance, mentorship, and oversight to support employee training, onboarding, and recruitment efforts.
Continuously evaluate and enhance onboarding processes to improve efficiency, client satisfaction, and compliance
Schedule:
Onsite at our McLean office Monday – Thursday, Remote on Fridays
Some travel may be required
Referral program
401(k)
Health insurance
401(k) matching
Paid time off
Vision insurance
Health savings account
Equal Opportunity Employer Statement :
LendingPad is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are committed to providing reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require assistance or accommodation during the application process, please contact HR at Lauren.Shaw@lendingpad.com.
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LendingPad, Corp. 7901 Jones Branch Drive, McLean, VA 22102
LendingPad is a fast-growing Loan Origination System (LOS) built for the modern mortgage institution. The suite of products include a point of sale (POS), compliance engine, document solution, API, and other mortgage‑origination related products. Our goal is to provide a scalable, efficient, and compliant software solution to meet the needs of today’s demands.
Job Description:
We are seeking a dynamic and client‑focused Senior Onboarding & Relationship Manager to lead the successful implementation and long‑term engagement of our mortgage software solutions. This role bridges the gap between technology and customer satisfaction, ensuring clients are empowered, supported, and delighted throughout their journey with us.
Requirements:
5+ years of mortgage experience
Strong direct experience with client onboarding, relationship management, or account management—preferably in mortgage or financial technology
Strong understanding of mortgage operations (origination, underwriting, closing, servicing)
Excellent communication, presentation, and interpersonal skills
Experience with CRM tools (e.g., HubSpot) and project management platforms
Ability to manage multiple clients and priorities in a fast‑paced environment
Problem‑solving mindset with a passion for customer success
Familiarity with mortgage software platforms (LendingPad LOS or other LOS)
Strong work ethics, a passion for excellence and a desire to continuously learn
Exceptional multi‑tasking abilities and a high level of organization to manage competing priorities in a fast‑paced environment
Polite and professional attitude
Education:
Bachelor’s degree in Business, Finance, Technology, or related field preferred
Duties:
Lead end‑to‑end onboarding for new mortgage software clients, including planning, configuration, training, and go‑live support
Serve as the primary point of contact for client relationships post‑implementation, ensuring satisfaction and retention
Serve as the senior point of escalation during onboarding to ensure timely resolution and client confidence
Collaborate with internal teams (Product, Development, Support) to resolve client issues and deliver enhancements
Develop customized onboarding plans based on client workflows, regulatory needs, and platform capabilities
Conduct regular check‑ins and business reviews to assess client health and identify growth opportunities
Monitor usage metrics and proactively address adoption challenges
Advocate for client needs and feedback in product roadmap discussions
Stay current on mortgage industry trends, compliance changes, and technology updates to advise clients effectively
Facilitate seamless transitions from sales to onboarding by serving as the primary liaison between new clients and internal teams
Collaborate closely with sales, operations, and development teams to deliver a consistent and high‑touch onboarding journey that reinforces trust and sets the foundation for long‑term relationships
Provide departmental guidance, mentorship, and oversight to support employee training, onboarding, and recruitment efforts.
Continuously evaluate and enhance onboarding processes to improve efficiency, client satisfaction, and compliance
Schedule:
Onsite at our McLean office Monday – Thursday, Remote on Fridays
Some travel may be required
Referral program
401(k)
Health insurance
401(k) matching
Paid time off
Vision insurance
Health savings account
Equal Opportunity Employer Statement :
LendingPad is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are committed to providing reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require assistance or accommodation during the application process, please contact HR at Lauren.Shaw@lendingpad.com.
#J-18808-Ljbffr