Client Coordinator

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the initial point of contact for incoming purchase and refinance inquiries.

• Ensure prompt follow-up to facilitate timely engagement, application progress, and completion of necessary documentation.

• Handle inbound communications through phone, text, email, and CRM channels.

• Conduct organized intake calls to evaluate borrower objectives, timelines, readiness, and next steps.

• Gather thorough intake information that aligns with borrower goals and Realtor expectations.

• Assist clients in starting and finalizing the loan application under the supervision of the Loan Officer, ensuring both accuracy and completeness.

• Clearly communicate the mortgage process, set expectations, and outline forthcoming steps without offering advisory opinions.

• Collect, assess, and systematically organize required borrower documents.

• Follow up on any outstanding documentation until the file is complete.

• Keep accurate, real-time notes and status updates in the CRM.

• Enhance lead conversion through consistent follow-up and adherence to intake standards.

• Prepare fully documented, well-organized, decision-ready files for transfer to the Pre-Approval Specialist.

• Coordinate the scheduling and internal logistics for pre-approval reviews.

• Provide clear, non-advisory updates to clients during the pre-approval and home-search phases.

• Communicate readiness and timeline updates to Realtors as necessary.

• Maintain a productive working relationship with both the Loan Officer and Account Executive.

⛳️ Requirements

• High School Diploma or equivalent qualification.

• Preferred experience in sales support or customer service.

• Familiarity with the mortgage process and the necessary documentation is preferred.

• Proficient in effective communication by phone with clients and Realtors.

• Skilled in managing time-sensitive tasks, multiple active files, and competing priorities while ensuring accuracy and attention to detail.

• Capable of working efficiently in dynamic environments with established standards and accountability.

• Able to take ownership of both outcomes and tasks.

• Strong organizational and time management abilities.

• Excellent communication skills.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401(k).

• Company-sponsored short-term disability.

• Employee assistance program.

• Wellness program.

• Competitive compensation package.

• Comprehensive benefits package.