About this opportunity
Triad Financial Services, Inc. lists this Loan Experience Manager opportunity in jacksonville, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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Loan Experience Manager
The Loan Experience Manager is responsible for overseeing the end-to-end borrower and client experience throughout the loan lifecycle, from conditions processing through closing. This role serves as the primary point of contact for internal stakeholders and external business partners, ensuring timely communication, process efficiency, and a seamless loan journey.
The Loan Experience Manager partners closely with originations, underwriting, and closing teams to proactively manage pipelines, resolve issues, and deliver a consistent, high-quality customer experience.
Key Responsibilities
Pipeline & Process Management
Manage a pipeline of loans from conditional approval through closing
Monitor loan progress, identifying risks, bottlenecks, and aging conditions
Ensure all milestones are met in accordance with service level expectations
Coordinate across departments to maintain efficient loan movement
Client & Partner Experience
Serve as a primary point of contact for business partners, borrowers, and internal teams
Provide proactive updates on loan status, expectations, and timelines
Deliver a high-touch, service-oriented experience that builds trust and retention
Address and resolve escalations quickly and professionally
Cross-Functional Coordination
Collaborate withloan originations,underwritingandclosing teams to clear conditions and advance files
Facilitate communication between stakeholders to ensure alignmentonfile status and requirements
Support originations teams in managing client expectations and deal structuring
Operational Excellence
Identify process gaps and recommend improvements to enhance efficiency and customer satisfaction
Ensure compliance with company policies, procedures, and regulatory requirements
Maintain data accuracy within LOS and supporting systems
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Worksite address
jacksonville, FL, 32290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.