Mortgage & Financing Account Manager | Tech-Oriented

I’m recruiting for a company launching a new B2C activity in the mortgage and financing space.

We are looking for a commercially minded, tech-oriented professional to join the initial team and manage clients and financing transactions from end to end.

The role combines consultative sales, client portfolio management, and close collaboration with technology teams to improve systems, CRM processes, automation, and the overall customer journey.

What you’ll do

• Manage clients throughout the full mortgage or financing process.
• Understand client needs and match them with relevant financing solutions.
• Present terms, prepare pricing, and lead transactions through closing.
• Work closely with underwriting and internal business teams.
• Identify opportunities to improve workflows, systems, automation, and digital processes.
• Serve as a key connection between the business and technology teams.

What you need

• Strong interpersonal and sales skills.
• Business and analytical thinking.
• Strong interest in technology, automation, and process improvement.
• Ability to take ownership of a process from end to end.
• High learning ability and motivation to develop expertise in mortgages and financing.
• A hands-on and proactive approach.

Previous mortgage experience is not required. Full professional training will be provided.

Advantage

• Experience in sales, client management, financial services, operations, or process improvement.
• Experience in banking, credit, insurance, investment houses, or fintech.
• Experience with CRM systems, automation tools, AI tools, or digital processes.

This is a key position in a new activity being built from the ground up, with the opportunity to influence the product, processes, and technology from an early stage.