Client Portfolio Manager
About the position
The Client Portfolio Manager serves as the quarterback guiding the borrower journey from initial submission through post-close servicing. The Client Portfolio Manager ensures internal alignment, proactive borrower communication, and timely file execution. This role is designed to advance file momentum, support borrower clarity, and strengthen communication and operational cohesion across all pipeline roles.
Responsibilities
• Drive each file from submission through funding with close attention to deadlines and workflow alignment.
• Monitor the pipeline daily and resolve process delays with urgency and accuracy.
• Collaborate with onboarding, underwriting, processing, credit, legal, and escrow/title partners to ensure timely closings.
• Act as a liaison to borrowers and brokers during active file processing.
• Support borrowers in document submission and file corrections to reduce friction and keep files on track.
• Deliver concise file status updates to the internal stakeholders.
• Report regularly on time-to-close, fallout rates, communication quality, and borrower feedback.
• Guide borrowers through the post-close transition, including onboarding to servicing platforms and key dates.
• Coordinate internally and with servicing partners for extensions, payoffs, draw requests, and modifications.
• Maintain client engagement throughout the loan lifecycle to support retention and satisfaction.
• Increased wallet-share across all Team Lex borrowers
• Champion the end-to-end borrower journey, identifying bottlenecks and experience gaps.
• Gather and synthesize feedback from borrowers and brokers to recommend improvements.
• Coordinate with marketing borrower outreach (holidays, birthdays, events, etc.) specific to Team Lex. In addition, coordinate with marketing on GTM initiatives, just funded messaging, drip campaigns, etc.
• Own the First Time Closing client summary by gathering process/closing feedback from First Time borrower closings, request and obtain borrower reviews, provide First Closing Merch, summarize progress and provide reporting.
Requirements
• Bachelor’s degree in Business, Finance, Communications, or a related field (preferred).
• 3+ years of experience in office administration, client relationship management, loan processing, or pipeline coordination within the financial services or real estate industry.
• Experience working cross-functionally with underwriting, loan processing, and loan servicing teams.
• Comfortable using CRM systems, loan origination platforms, and internal reporting tools.
• Project management mindset – capable of driving multiple loan files from submission through funding with attention to deadlines.
Benefits
• Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
• Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
• Highly competitive performance bonus
• 401(k) retirement program with employer match
• Tuition reimbursement toward professional development
• Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
• Onsite gym (Thousand Oaks only)
• 12 Paid Holidays
Apply Now
Apply Now
The Client Portfolio Manager serves as the quarterback guiding the borrower journey from initial submission through post-close servicing. The Client Portfolio Manager ensures internal alignment, proactive borrower communication, and timely file execution. This role is designed to advance file momentum, support borrower clarity, and strengthen communication and operational cohesion across all pipeline roles.
Responsibilities
• Drive each file from submission through funding with close attention to deadlines and workflow alignment.
• Monitor the pipeline daily and resolve process delays with urgency and accuracy.
• Collaborate with onboarding, underwriting, processing, credit, legal, and escrow/title partners to ensure timely closings.
• Act as a liaison to borrowers and brokers during active file processing.
• Support borrowers in document submission and file corrections to reduce friction and keep files on track.
• Deliver concise file status updates to the internal stakeholders.
• Report regularly on time-to-close, fallout rates, communication quality, and borrower feedback.
• Guide borrowers through the post-close transition, including onboarding to servicing platforms and key dates.
• Coordinate internally and with servicing partners for extensions, payoffs, draw requests, and modifications.
• Maintain client engagement throughout the loan lifecycle to support retention and satisfaction.
• Increased wallet-share across all Team Lex borrowers
• Champion the end-to-end borrower journey, identifying bottlenecks and experience gaps.
• Gather and synthesize feedback from borrowers and brokers to recommend improvements.
• Coordinate with marketing borrower outreach (holidays, birthdays, events, etc.) specific to Team Lex. In addition, coordinate with marketing on GTM initiatives, just funded messaging, drip campaigns, etc.
• Own the First Time Closing client summary by gathering process/closing feedback from First Time borrower closings, request and obtain borrower reviews, provide First Closing Merch, summarize progress and provide reporting.
Requirements
• Bachelor’s degree in Business, Finance, Communications, or a related field (preferred).
• 3+ years of experience in office administration, client relationship management, loan processing, or pipeline coordination within the financial services or real estate industry.
• Experience working cross-functionally with underwriting, loan processing, and loan servicing teams.
• Comfortable using CRM systems, loan origination platforms, and internal reporting tools.
• Project management mindset – capable of driving multiple loan files from submission through funding with attention to deadlines.
Benefits
• Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
• Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
• Highly competitive performance bonus
• 401(k) retirement program with employer match
• Tuition reimbursement toward professional development
• Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
• Onsite gym (Thousand Oaks only)
• 12 Paid Holidays
Apply Now
Apply Now