Demo

Client Relations Coordinator (In Person Position)

Jing's Mortgage Team
Garden, NY Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/20/2025

Job Summary :

We are seeking a proactive and bilingual (English & Spanish) Mortgage Client Relations Coordinator to help drive business growth and support the loan origination process. This role is centered around making outbound calls , fostering relationships with realtors and clients, and assisting loan officers with key tasks to ensure a seamless mortgage experience .

The ideal candidate is an excellent communicator who thrives on phone-based interactions , is highly organized, and is passionate about client service and relationship-building .

Compensation : 50,000

Responsibilities :

Key Responsibilities :

Client Relationship Management :

  • Make daily outbound calls to realtors, potential clients, and referral partners to schedule appointments, follow up, and nurture business relationships.
  • Engage in consistent phone outreach to strengthen connections with real estate professionals, homebuyers, and referral networks.
  • Utilize multiple communication channels (phone, handwritten notes, social media, etc.) to maintain engagement and rapport.
  • Track and follow up on leads to ensure ongoing communication and relationship-building.

Loan Process Support & Client Assistance :

  • Assist loan officers by gathering necessary documentation from clients for loan applications.
  • Follow up via phone calls to ensure clients submit required loan documents accurately and on time.
  • Maintain accurate and up-to-date client records in CRM systems.
  • Provide exceptional customer service , addressing inquiries and guiding clients through the loan process.
  • Effectively communicate with Spanish-speaking clients to ensure a smooth and personalized mortgage experience.
  • Qualifications :

    Qualifications & Skills :

  • Bilingual (English & Spanish) – required.
  • Previous experience in mortgage lending, customer service, or telemarketing is a plus.
  • Strong verbal communication and phone etiquette skills.
  • About Company

    https : / / www.experience.com / reviews / jingren

    We are proud to be one of the leading mortgage brokerages, licensed in multiple states. Laser-focused on delivering superior customer service and providing honest financial / mortgage advice. As we expand, we are looking for a team player who is passionate, sharp, organized, and eager to learn. Our team believes in lifting each other up, recognizing achievements big and small, and creating a workplace where everyone feels valued, supported, and encouraged to shine. If you're ready to be part of a team where happiness is a priority and success is sweeter when shared, come join us on this exciting journey.

    Salary : $50,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Client Relations Coordinator (In Person Position)?

    Sign up to receive alerts about other jobs on the Client Relations Coordinator (In Person Position) career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $60,382 - $85,313
    Income Estimation: 
    $109,535 - $156,850
    Income Estimation: 
    $78,252 - $113,319
    Income Estimation: 
    $71,143 - $86,536
    Income Estimation: 
    $73,461 - $153,404
    Income Estimation: 
    $89,036 - $159,038
    Income Estimation: 
    $131,891 - $209,533
    Income Estimation: 
    $98,329 - $168,981
    Income Estimation: 
    $48,831 - $78,699
    Income Estimation: 
    $67,231 - $94,401
    Income Estimation: 
    $58,079 - $86,663
    Income Estimation: 
    $67,231 - $94,401
    Income Estimation: 
    $95,602 - $134,989
    Income Estimation: 
    $98,329 - $168,981
    Income Estimation: 
    $95,602 - $134,989
    Income Estimation: 
    $89,036 - $159,038
    Income Estimation: 
    $98,329 - $168,981
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Client Relations Coordinator (In Person Position) jobs in the Garden, NY area that may be a better fit.

    Client Relations Coordinator - NYCADMINS

    NavitsPartners, Woodmere, NY

    Client Relations Specialist

    Audi Great Neck, Great Neck, NY

    AI Assistant is available now!

    Feel free to start your new journey!