Client Care Coordinator

Job Title: Client Care Coordinator Department: Operations Position Summary The Client Care Coordinator serves as the primary point of contact for clients throughout the mortgage process, ensuring an exceptional customer experience from application to closing. This role is responsible for managing client communications, collecting documentation, coordinating with lenders and third parties, and supporting mortgage brokers to ensure files progress efficiently and accurately. We are a locally owned lender dedicated to helping individuals and families achieve their homeownership goals. As a small, client-focused company, we pride ourselves on providing personalized service, expert mortgage advice, and tailored financing solutions. Our team works closely with clients throughout every step of the mortgage process, building lasting relationships based on trust, transparency, and exceptional customer care. The ideal candidate is highly organized, customer-focused, detail-oriented, and able to manage multiple priorities in a fast-paced environment. Responsibilities: Client Relationship Management Act as the main contact for clients throughout the mortgage process. Provide timely updates on application status and next steps. Respond promptly to client inquiries via phone, email, and text. Deliver a professional, positive, and client-focused experience at every interaction. Build and maintain strong relationships with clients, referral partners, and lenders. Mortgage File Coordination Collect, review, and organize required client documentation. Coordinate communication between clients, mortgage brokers, lenders, solicitors, appraisers, and other stakeholders. Maintain accurate records within the CRM and mortgage software systems. Track deadlines, commitments, and closing dates. Assist with document preparation and compliance requirements. Generate reports and maintain client records in accordance with company policies. Qualifications: Education & Experience High school diploma required. Previous experience in customer service, client relations, administration, banking, or mortgage services preferred. Experience within the mortgage, financial services, or real estate industry is considered an asset. Skills & Competencies Excellent verbal and written communication skills. Strong organizational and time-management abilities. High attention to detail and accuracy. Ability to manage multiple files and deadlines simultaneously. Proficiency with Microsoft Office Suite and CRM systems. Strong problem-solving and customer service skills. Ability to work independently and collaboratively within a team environment. Compensation: $45,000

• Client Relationship Management • Act as the main contact for clients throughout the mortgage process. • Provide timely updates on application status and next steps. • Respond promptly to client inquiries via phone, email, and text. • Deliver a professional, positive, and client-focused experience at every interaction. • Build and maintain strong relationships with clients, referral partners, and lenders. Mortgage File Coordination • Collect, review, and organize required client documentation. • Coordinate communication between clients, mortgage brokers, lenders, solicitors, appraisers, and other stakeholders. • Maintain accurate records within the CRM and mortgage software systems. • Track deadlines, commitments, and closing dates. • Assist with document preparation and compliance requirements. • Generate reports and maintain client records in accordance with company policies.

Compensation:
$45,000 per year