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Senior Mortgage Client Success Analyst

Remote

 

Senior Client Success Analyst

 PST zone Candidates

About Us

At eLEND, we are modernizing mortgage operations through strong governance, disciplined risk management, and scalable infrastructure. Our success depends on delivering exceptional experiences for both borrowers and the professionals who partner with us.

Our Client Success team plays a critical role in ensuring our partners are supported with expertise, transparency, and operational excellence throughout the mortgage lifecycle.

Every role at eLEND contributes to strengthening operational efficiency, client trust, and long-term growth.

✨ Why This Role Matters

Position Purpose

As a Senior Mortgage Client Success Analyst, you will serve as a trusted resource for clients navigating loan registration, AUS runs, and complex mortgage scenarios within the eLEND platform.

This role sits at the intersection of client relationship management, mortgage operations, and technical platform support. You will provide advanced guidance, resolve complex inquiries, and identify opportunities to enhance client engagement and retention.

Your insights and expertise will help strengthen the client experience while supporting the strategic goals of the Client Success organization.

As a Senior Client Success Analyst, you will:

• Act as a trusted expert for clients navigating loan registration and AUS processes
• Strengthen client engagement and long-term partnership success
• Provide advanced operational support and solutions for complex mortgage scenarios
• Mentor junior team members and share best practices
• Contribute to improving client success tools, training, and processes

Your work directly supports client retention, operational efficiency, and revenue growth.

🛠️ Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for complex client inquiries and escalations
• Provide expert guidance on mortgage loan structuring and loan registration processes
• Proactively engage key clients to understand evolving needs and potential challenges
• Identify opportunities to improve client satisfaction, engagement, and retention

Loan Registration & AUS Support

• Analyze loan registrations and provide support for new submissions within the eLEND portal
• Assist clients with Automated Underwriting System (AUS) runs and loan structuring questions
• Troubleshoot registration issues and guide clients through platform workflows
• Provide clear explanations of product guidelines and loan eligibility requirements

Client Training & Enablement

• Deliver live and on-demand training on portal functionality, loan processes, and products
• Develop training materials, client guides, and digital resources
• Support client education initiatives that increase platform adoption and efficiency

Data Insights & Client Strategy

• Analyze client usage data and feedback to identify trends and improvement opportunities
• Identify early indicators of potential client challenges or retention risks
• Provide recommendations to improve client success strategies and operational support

Cross-Functional Collaboration

• Partner with Sales, Operations, Product, and Underwriting teams to resolve complex client issues
• Communicate client feedback and operational insights to internal stakeholders
• Contribute to cross-functional initiatives that improve the client experience

Mentorship & Team Development

• Mentor junior Client Success Analysts on complex cases and best practices
• Share knowledge on loan structuring, client communication, and platform support
• Contribute to building a strong, collaborative Client Success culture

Process Improvement

• Help refine client success workflows and operational processes
• Contribute to enhancements in training, documentation, and internal tools
• Identify opportunities to streamline client support and reduce friction points

🎯 What You Bring

• 3+ years of experience as a Loan Officer Assistant (LOA)
• Strong knowledge of loan processing, loan structuring, and AUS runs
• Experience supporting clients within mortgage platforms or LOS systems
• Background in client success, mortgage processing, underwriting, or similar client-facing roles
• Strong analytical skills with the ability to translate data into actionable insights
• High proficiency with technology platforms, portals, and LOS systems
• Excellent written, verbal, and presentation communication skills
• Strong organizational skills and ability to manage multiple priorities
• Experience using CRM systems and Microsoft Office tools
• Deep understanding of the mortgage lending lifecycle
• Natural leadership ability with a collaborative mindset
• Commitment to continuous learning and professional development

No specific certifications are required for this role.

📆 A Day in the Life

Your day may include:

• Supporting clients with loan registrations and AUS runs
• Troubleshooting portal questions and platform workflows
• Delivering training sessions for new or existing clients
• Analyzing client usage trends and engagement metrics
• Partnering with Sales, Operations, and Underwriting to resolve complex cases
• Mentoring junior Client Success Analysts on challenging scenarios
• Creating training resources or documentation for client education

💼 Growth Path

This role provides exposure to client success strategy, mortgage operations, and product support.

Potential career paths may include:

• Senior Client Success Manager
• Client Success Team Lead
• Client Experience Program Manager
• Mortgage Operations Leadership

💰 Compensation & Benefits

Competitive compensation package based on experience.

Benefits may include:

• Medical, dental, and vision coverage
• 401(k) plan
• Paid time off and holidays
• Remote work environment
• Career development opportunities

📍 Location

Remote

Occasional travel may be required for team meetings or client events.

🌈 Equal Opportunity for All

eLEND is committed to building an inclusive workplace. Hiring decisions are based on skills, experience, and business needs.

💬 Interested in Future Opportunities?

Because this is a pipeline requisition, we encourage interested candidates to apply so we can stay connected when the role officially opens.

 

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