Client and Partner Success Coordinator
Client and Partner Success Coordinator
Posted on :
12-05-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Client and Partner Success Coordinator
About Gershman Mortgage:
Communities families and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty integrity the entrepreneurial spirit and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our are a customercentric company devoted to creating and maintaining longlasting relationships.
Communities families and homes are at the heart of what we do at Gershman Mortgage. Our founding principles are based on the core values of honesty integrity the entrepreneurial spirit and putting our customers first. We are passionate and committed to customer service and strive to ensure that we exceed the expectations of our are a customercentric company devoted to creating and maintaining longlasting relationships.
Position Summary:
We are seeking a proactive detailoriented and peopleloving Client and Partner Success Coordinator to join our growing mortgage team. This individual will play a vital role in enhancing client and referral partner relationships supporting recruiting efforts and keeping marketing and sales operations running smoothly. In this role youll communicate directly with clients complete followups and gather documents needed during the mortgage process. Youll also work closely with the Branch Manager to ensure consistency communication and followthrough across all key initiatives.
Essential Responsibilities:
Marketing & Branding Support
Assist with marketing campaigns social media and video coordination
Respond to and engage with social media content and followers
Manage and update Google reviews
Coordinate draft and distribute our email newsletter
Create and distribute value add materials to attract loan officer recruits
Recruiting Support
Build targeted lists of loan officers for outreach
Monitor followup processes and ensure timely recruiter engagement
Prepare professional packages for agent and loan officer meetings
Agent & Partner Relationship Management
Send gifts and handwritten notes to real estate partners; manage address list
Help organize and coordinate events for agents and partners
Support and onboard agents with technology tools and communication
Identify highpriority accounts and hold leadership accountable to daily outreach
Sales & Conversion Tracking
Track and distribute conversion data and updates
Track team metrics goals and pipeline progress
Maintain partner touchpoints and engagement logs
Administrative & FollowUp Support
Assist with ongoing followups and documentation
Compile and submit expense reports
Maintain systems that ensure nothing slips through the cracks
Ideal Candidate Profile:
HighI / HighS DISC personality blend: enthusiastic friendly and consistent
Organized and selfmotivated with excellent followthrough
Techsavvy and comfortable learning new platforms
Strong communicator both written and verbal
Loves serving others and building relationships
Comfortable balancing creative and administrative tasks
Associates degree or 2 years of support experience in retail residential mortgages
Marketing & Branding Support
Assist with marketing campaigns social media and video coordination
Respond to and engage with social media content and followers
Manage and update Google reviews
Coordinate draft and distribute our email newsletter
Create and distribute value add materials to attract loan officer recruits
Recruiting Support
Build targeted lists of loan officers for outreach
Monitor followup processes and ensure timely recruiter engagement
Prepare professional packages for agent and loan officer meetings
Agent & Partner Relationship Management
Send gifts and handwritten notes to real estate partners; manage address list
Help organize and coordinate events for agents and partners
Support and onboard agents with technology tools and communication
Identify highpriority accounts and hold leadership accountable to daily outreach
Sales & Conversion Tracking
Track and distribute conversion data and updates
Track team metrics goals and pipeline progress
Maintain partner touchpoints and engagement logs
Administrative & FollowUp Support
Assist with ongoing followups and documentation
Compile and submit expense reports
Maintain systems that ensure nothing slips through the cracks
Ideal Candidate Profile:
HighI / HighS DISC personality blend: enthusiastic friendly and consistent
Organized and selfmotivated with excellent followthrough
Techsavvy and comfortable learning new platforms
Strong communicator both written and verbal
Loves serving others and building relationships
Comfortable balancing creative and administrative tasks
Associates degree or 2 years of support experience in retail residential mortgages
Compensation & Benefits:
Salary Range: $40000 $50000 annually (based on experience)
Performancebased bonuses
Paid time off and 14 paid company holidays
Opportunities for growth within a thriving mortgage team
Health dental vision short and longterm disability and voluntary life insurance options
Flexible spending account or health savings account eligible
401(k) with a 3% company match
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
Physical Demands
An employee must meet the physical demands described here to perform the essential functions of this job successfully. No or minimal physical effort is requiredno or limited exposure to physical risk. Work is typically performed in a typical office work environment.
EEO Statement
Gershman Mortgage is an Equal Opportunity employer.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties obligations and activities may change at any time with or without notice.
Required Experience:
IC
Employment Type
Full-Time
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
