Mortgage Concierge

Job Description

Job Description

We’re hiring a high-initiative Executive Mortgage Concierge to support a top-producing mortgage originator. This is a true right-hand role for someone who sees what needs to be done, takes ownership, and keeps everything moving forward.

You’ll work closely with the originator, processors, clients, and referral partners to ensure smooth loan flow, exceptional client care, and strong operational support. If you love organization, people, and being at the center of the action, this role offers variety, responsibility, and impact.

Why This Role Is Exciting:

This isn’t a behind-the-scenes admin role. You’re a key partner in the business.

You’ll be trusted to manage details, anticipate needs, and help deliver a white-glove experience for clients and referral partners alike. Your work directly impacts client satisfaction, loan efficiency, and business growth.

Licensing Requirement:

• Active NMLS Loan Originator License, or

• Eligible, able, and willing to obtain an NMLS license within 90 days of hire

Mortgage or loan origination experience is strongly preferred.

What You’ll Be Doing

Mortgage Operations & Loan Support

• Manage daily execution and follow-up for a high-producing mortgage originator

• Coordinate file flow, timelines, documentation, and communication between the originator, processor, clients, and internal teams

• Run basic loan scenarios and numbers for clients as needed

• Provide regular loan status updates to realtors and referral partners

• Track open items and proactively keep files moving toward closing

Client Experience:

• Serve as a consistent point of contact throughout the loan process

• Deliver a polished, white-glove borrower experience

• Communicate next steps, updates, and expectations clearly and professionally

CRM, Workflows & Follow-Up

• Maintain CRM accuracy, borrower tagging, and database organization

• Manage workflows, task lists, and follow-ups so nothing falls through the cracks

• Keep systems clean, current, and aligned with active pipeline needs

Marketing & Communication Support

• Execute social media posting and coordination

• Assist with light marketing execution, including email campaigns, templates, reminders, and scheduling

• Support ongoing branding and communication efforts

Administrative & Executive Support:

• Handle business-related and occasional personal errands that improve efficiency

• Provide a daily end-of-day recap summarizing progress, wins, and outstanding items

What We’re Looking For:

• Highly organized, solutions-oriented, and calm under pressure

• Strong ownership mindset with consistent follow-through

• Clear, confident, and professional communication skills

• Comfortable managing multiple priorities independently

• Enjoys collaboration and being the person everything flows through

• Social media and marketing execution experience strongly preferred

• Mortgage, loan origination, real estate, or operations experience preferred

This role is ideal for someone who:

• Likes structure but doesn’t need micromanagement

• Thinks ahead and anticipates needs

• Takes pride in client care and clean systems

• Enjoys variety and being part of a fast-moving, relationship-driven business