An account manager is the person who manages relationships with borrowers, monitors loan performance, and handles issues that come up. Giving someone the account manager role in the system makes sure they have the right access. They can do their job without having admin rights that let them change critical settings.
For example, an account manager might follow up with a borrower who missed a repayment, review and approve loan applications, or download statements and reports for clients. Without this role, they will keep coming back to you for access or get stuck, which slows down your operations.
Like other roles, an admin user with the appropriate team and role permission can assign a team member to the account manager.
This can be done when inviting the team member or by editing the roles of an already existing team member.
How to assign the account manager role
1. Log in to your lender admin console
2. Click the setting icon at the top-right corner of the admin console
3. Click team members
4. Click the “Invite a member” button
5. Input the other required details and also select the “account manager” role under the select role field
6. Click “Invite team member”
The invited team member will get an email to accept the invite and will be assigned the account manager role.
How to make an existing team member an account manager
1. Log in to your lender admin console
2. Click the setting icon at the top-right corner of the admin console, click on Team Members
3. Click the “Role” input field and select “Account Manager”
4. Click the “Update” button to save
The role of the team member will be updated to the “Account Manager” role.
Quick tip
You can assign the account manager role to multiple people if you have more than one team handling borrower accounts. Each person will get the same level of access.