Position Overview
As our Client Relations Specialist, you will play a vital role in creating an exceptional experience for our clients while building and strengthening relationships with our referral partners. You’ll serve as a trusted and reliable point of contact throughout the mortgage process, ensuring that borrowers, real estate professionals, and internal team members feel informed, supported, and valued every step of the way.
This is a dynamic, high-impact position that combines customer service, communication, organization, client support, and relationship management. Your ability to stay organized, communicate proactively, and build strong relationships will directly contribute to client satisfaction and the continued growth of our organization.
Key Responsibilities
- Provide exceptional customer service to new and existing clients throughout the mortgage process.
- Serve as a primary point of contact for clients, providing timely updates and responding to questions throughout the loan process.
- Support Loan Officers with day-to-day administrative tasks, documentation, and pipeline management.
- Communicate professionally and proactively with borrowers, real estate agents, referral partners, and internal team members.
- Collect, organize, and follow up on information and documentation needed to keep loan files moving efficiently.
- Maintain accurate and up-to-date client information, interactions, and follow-up activities within the CRM system.
- Assist with scheduling client and partner appointments, preparing loan files, and organizing documentation.
- Collaborate with the Marketing team on client outreach initiatives, campaigns, and follow-up communications.
- Help develop and maintain strong relationships with real estate professionals and other referral partners.
- Ensure all activities are completed in accordance with company policies, procedures, and applicable lending regulations.
- Identify opportunities to improve the client experience and proactively address issues before they become obstacles.
Qualifications
- 2+ years of customer service experience; mortgage, lending, real estate, or financial services experience is a plus.
- Bilingual Spanish/English required.
- Advanced English proficiency (CEFR Level C1 or higher).
- Strong verbal and written communication skills with excellent interpersonal abilities.
- Exceptional organizational skills, attention to detail, and follow-up abilities.
- Comfortable building relationships and engaging in proactive client and partner outreach.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Proficiency with Microsoft Office, CRM platforms, data entry, and general office technology.
- Self-motivated, proactive, dependable, and solutions-oriented.
- Positive attitude, strong work ethic, and a willingness to learn and grow.
What We Offer
- Competitive compensation.
- Professional development and ongoing training.
- Supportive and collaborative team environment.
- Opportunities for career growth and advancement.
- The opportunity to make a meaningful impact on the client experience and contribute to the growth of the organization.
****To Apply:
Submit a 1-minute video or audio file covering your Customer Service Experience to +1 (818) 600-0717 & +1 (480) 738-2989 via WhatsApp
Please make sure your voice recording demonstrates your English communication and phone skills.
(Applicants must have a minimum of 2 year of experience in customer service experience. Applications that do not meet this requirement will not be considered. Please ensure you follow the application instructions carefully.)
Job Type: Full-time
Pay: $4,500.00 - $8,500.00 per week
Experience:
- customer service: 2 years (Required)
Work Location: Remote
