Onboarding & Relationship Associate

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This range is provided by Lending Pad. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$60,000.00/yr - $80,000.00/yr

Direct message the job poster from Lending Pad

Lending Pad is a fast-growing Loan Origination System (LOS) built for the modern mortgage institution. Our goal is to provide a scalable, efficient, and compliant software solution to meet the needs of today’s demands.

We are seeking a dynamic and client-focused Onboarding & Relationship Manager to lead the successful implementation and long-term engagement of our mortgage software solutions. This role bridges the gap between technology and customer satisfaction, ensuring clients are empowered, supported, and delighted throughout their journey with us.

• 3+ years of experience in client onboarding, relationship management, or account management—preferably in mortgage or financial technology
• Strong understanding of mortgage operations (origination, underwriting, closing, servicing)
• Excellent communication, presentation, and interpersonal skills
• Experience with CRM tools (e.g., Hub Spot) and project management platforms
• Ability to manage multiple clients and priorities in a fast-paced environment
• Problem-solving mindset with a passion for customer success
• Familiarity with mortgage software platforms (Lending Pad LOS or other LOS) is a plus
• Strong work ethics, a passion for excellence and a desire to continuously learn
• Exceptional multi-tasking abilities and a high level of organization to manage competing priorities in a fast-paced environment
• Polite and professional attitude

• Bachelor’s degree in Business, Finance, Technology, or related field preferred

• Lead end-to-end onboarding for new mortgage software clients, including planning, configuration, training, and go-live support
• Serve as the primary point of contact for client relationships post-implementation, ensuring satisfaction and retention
• Collaborate with internal teams (Product, Development, Support) to resolve client issues and deliver enhancements
• Develop customized onboarding plans based on client workflows, regulatory needs, and platform capabilities
• Conduct regular check-ins and business reviews to assess client health and identify growth opportunities
• Monitor usage metrics and proactively address adoption challenges
• Advocate for client needs and feedback in product roadmap discussions
• Stay current on mortgage industry trends, compliance changes, and technology updates to advise clients effectively

• Onsite Monday - Thursday in McLean office, Friday remote
• Some travel is required

Lending Pad is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are committed to providing reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA).

If you require assistance or accommodation during the application process, please contact HR at

Seniority level:
Associate

Employment type:

Full-time
Job function:
Customer Service
Industries:
Software Development and Financial Services

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Student loan assistance
• Child care support
• Paid paternity leave
• Tuition assistance
• Disability insurance