Remote Strategic Experience Manager

Summary

Join a dynamic team at Kiavi as Strategic Experience Manager and play a key role in managing business relationships with high-tier real estate investors. As a member of the Strategic Accounts Team, you will be responsible for retaining key customers, driving repeat business, and growing account production. You will partner closely with various teams to deliver input on building processes and structures while executing your core function of acquiring key accounts.

Requirements

• 3 years minimum of sales experience required; account management experience required
• 3 years of mortgage experience - non qm or qm
• Demonstrated ability to keep organized in a fast paced environment
• Ability to adapt in a dynamic and growing organization
• Experience in formulating and presenting solutions based on customer needs
• Proven ability to manage multiple projects at a time while demonstrating strong attention to detail
• Excellent communication skills both internally (within the company) and externally (with clients)

Responsibilities

• Manage the loan origination process for Strategic Accounts
• Grow account production, in partnership with Strategic Account Director
• Act as point person for all borrower communications with established relationships
• Provide a white glove service experience on every loan
• Deliver a seamless relationship handoff from the SAE on each borrowers first loan

Benefits

• Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans
• Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents
• Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary
• Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc
• Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager
• Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers
• 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $4,000 (whichever is less). All employer contributions are immediately vested