Customer Success Manager
Lower
Here at Lower, we believe homeownership is the key to building wealth, and we’re making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience.
With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we’re a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger.
Job Description:
We are a nationwide mortgage lender specializing in residential and commercial lending. We're looking for an energetic Lender Success Manager who will be the heartbeat of our marketing team! As our front-line champion, you'll be the welcoming face for all marketing requests flowing into our marketing operations team from across the organization, while owning the entire customer experience for both our valued lending partners and internal team members. Think of yourself as the ultimate connector – you'll be the central hub orchestrating seamless communication between national lending partners and corporate office stakeholders, expertly managing the intake and prioritization of marketing requests while keeping everyone happy and informed. Your mission? Facilitate cross-departmental collaboration like a pro, maintain those all-important service level agreements, and ensure every interaction leaves people feeling supported and valued.
We're looking for an organizational wizard who can juggle multiple priorities with grace, build lasting relationships that make work enjoyable, and foster productive partnerships that span from our product and compliance teams all the way to our retail lending partners. If you love variety, excel at making connections, and want to be at the heart of our marketing operations, this role is calling your name!
What you’ll do:
- Manage and prioritize a high-volume queue of marketing requests and inquiries with accuracy and attention to detail
- Track status of requests and proactively communicate updates to stakeholders
- Identify and implement process improvements to enhance operational efficiency and lender satisfaction
- Execute marketing strategies across CRM platforms, social media channels, and other marketing touchpoints
- Develop and manage targeted campaigns within CRM platforms to support loan officer outreach
- Create compliant social media content tailored to loan officer engagement
- Oversee the creation and distribution of marketing collateral for loan officers to use in their pipeline development
- Maintain professional, timely communication via email, phone, and video calls
- Document all interactions, resolutions, and feedback in company systems
- Prepare and deliver regular reports on queue activity, request resolution, and satisfaction metrics
Who you are:
- Minimum of 2 years of experience working with queue-based systems or ticketing platforms
- Proven track record in customer service or client success roles
- Demonstrated ability to manage multiple priorities in a fast-paced environment
- Proficiency with CRM systems (preferred)
- Familiarity with standard business software applications such as Microsoft Office or Google Workspace
Why you’ll love working at Lower:
- You’ll be surrounded by talented, dedicated people who believe in the company’s mission.
- You’ll be able to shape the future of Lower’s user experience.
- You’ll join a locally and nationally recognized best place to work that values promotion from within.
- There is opportunity for professional growth and development.
Plus:
- Competitive compensation plan
- Extended benefit offerings including: Medical/dental/vision
- Paid holidays
- Paid time off
- Parental leave
- Life insurance
- Short- and long-term disability
- 401K with company match
- Discount on home mortgage refinances or purchase
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.