Job Description
Enhance client satisfaction as a Remote Client Relationship Coordinator in the mortgage industry. Focus on building connections, scheduling reviews, and identifying new opportunities for existing clients.
We seek a detail-oriented Client Relationship Coordinator to support a busy mortgage professional. This part-time, remote position requires strong interpersonal skills and organizational abilities to maintain and strengthen client relationships. You will engage with existing and warm prospects, focusing on yearly appointments and various mortgage solutions without any cold calling.
Key Responsibilities:
• Contact existing clients via phone, email, and text
• Schedule annual mortgage review appointments consistently
• Identify refinancing and home purchase opportunities
• Book qualified meetings for the mortgage agent
• Maintain comprehensive client communication records
Requirements:
• Excellent spoken and written English skills
• Strong phone presence wi...
We seek a detail-oriented Client Relationship Coordinator to support a busy mortgage professional. This part-time, remote position requires strong interpersonal skills and organizational abilities to maintain and strengthen client relationships. You will engage with existing and warm prospects, focusing on yearly appointments and various mortgage solutions without any cold calling.
Key Responsibilities:
• Contact existing clients via phone, email, and text
• Schedule annual mortgage review appointments consistently
• Identify refinancing and home purchase opportunities
• Book qualified meetings for the mortgage agent
• Maintain comprehensive client communication records
Requirements:
• Excellent spoken and written English skills
• Strong phone presence wi...
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