About the Role:
We are seeking a highly motivated and organized Client Care Specialist to join our in-office team. This is a fast-paced, phone-heavy position with a strong focus on outbound calling to engage new leads and generate opportunities for our sales team. You will be the first point of contact for many potential clients and play a critical role in helping them begin the loan process.

 

Key Responsibilities:

  • Make a high volume of outbound calls to new and existing leads

  • Manage and screen incoming phone calls; route to appropriate team members

  • Set and confirm appointments for loan team

  • Track and organize all leads across platforms; ensure proper follow-up

  • Complete mini or full applications as needed

  • Use scripts to guide persuasive conversations

  • Create and maintain notes, file stories, and communication records

  • Support marketing campaigns and client engagement efforts

  • Greet walk-in clients and assist with general administrative tasks

  • Provide regular updates to team members and referral partners

Requirements:

  • High School Diploma required; Associate’s degree preferred

  • 1+ year of administrative or customer service experience

  • Excellent verbal and written communication skills

  • Comfortable making a high number of outbound calls

  • Strong organizational and time-management abilities

  • Proficient with Microsoft Office and CRM systems

  • Ability to work independently and adapt quickly to changing priorities

  • Must be able to sit for extended periods and occasionally lift up to 15 lbs

Preferred Traits:

  • Sales-minded with a positive, upbeat attitude

  • Customer-first mindset and a drive to help others

  • Experience in mortgage, finance, or a fast-paced office setting is a plus

Why Join Us?

  • Work in a dynamic, team-focused environment

  • Gain valuable experience in the mortgage industry

  • Be a critical part of our sales success

  • Opportunities to contribute to process improvements and best practices

Schedule: Monday – Friday  — includes evenings and weekends based on branch needs


Compensation & Benefits: 

  • $18.00- $20.00 per hour

  • Health, Dental & Vision benefits available, along with supplementary benefits such as Life Insurance, Long & Short-term Disability and more!

  • Paid Time Off and Holidays

Apply Today!
If you’re ready to bring energy, organization, and communication skills to a role that makes a real impact — we want to hear from you!

Apply for position now

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