Client Success and Retention Specialist
Client Success and Retention Specialist
Posted on :
04-06-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 45000 - 65000
Vacancy
1 Vacancy
Posted on :
04-06-2025
Job Description
Responsive recruiter
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Want to become a top-producing Mortgage Loan Officer but dont know how to break into the industry Start here.
At Morgan Financial weve built a proven path for driven people-oriented professionals to grow into high-performing mortgage Loan Officers even if you dont have experience. This is not a call center role but it is a high-activity outbound communication role. This is a sales-focused client-facing opportunity for those who are hungry coachable and eager to learn how to generate business and close deals.
As a Client Success & Retention Specialist youll support our top producers and master the foundational skills of mortgage sales. Youll follow up with leads set appointments ask for referrals revive cold prospects and gain direct experience working in a CRM managing pipelines and communicating with customers.
This role involves a high volume of outbound communication mostly phone calls so you must be comfortable talking to people all day asking the right questions and building trust quickly. Youll also text and email leads regularly and rely on CRM tools to keep everything moving forward.
This role is ideal for someone who wants to grow into a commission-based Loan Officer within 1218 months and whos ready to hustle learn and earn their seat at the table.
Lead Intake & Appointment Setting
- Respond to inbound digital leads from web forms ads and landing pages
- Guide prospects through the loan application and prequalification process
- Set up appointments for Loan Officers based on fit timeline and readiness
- Ensure all lead data is correctly entered and updated in our CRM
Cold & Stale Lead Reactivation
- Follow up with leads that have gone cold or unresponsive after initial contact
- Use personalized call text and email sequences to re-engage interest
- Route warmed-up leads back to the appropriate Loan Officer
Past Client Outreach & Referral Generation
- Contact past clients for annual mortgage check-ins and review requests
- Actively ask for referrals during meaningful client interactions
- Identify refinance move-up or second-home opportunities
- Keep clients engaged with timely follow-up and value-driven communication
CRM & Pipeline Management
- Maintain accurate lead status tags notes and workflow assignments in our CRM.
- Ensure leads are properly nurtured through automated sequences and live follow-up
- Audit and clean pipelines to avoid lead loss or follow-up gaps
Reporting & Performance Tracking
- Track daily/weekly outreach appointments booked and re-engagement wins
- Provide weekly updates to leadership on lead pipeline health and trends
- Suggest workflow or follow-up improvements to boost conversion
Career Growth Path: From Specialist to Loan Officer
This role is built for advancement. Youll be mentored trained and supported on the path to becoming a Loan Officer. Youll gain:
This role is built for advancement. Youll be mentored trained and supported on the path to becoming a Loan Officer. Youll gain:
- Mentorship from top producers
- Training on disclosures structuring and compliance
- A seat on the sales team when youre ready with leads and a warm database already in motion
Required Skills & Qualifications
- Excellent phone presence confident warm and articulate
- Comfortable with high call volumes and outbound outreach
- Strong organizational and follow-up skills
- Tech-savvy especially with CRMs email/text automation and task tracking
- Experience in mortgage real estate customer service or inside sales is a plus (not required)
Youll Thrive In This Role If You:
- Want a proven path into mortgage sales
- Love connecting with people and solving problems
- Can stay positive and motivated in a fast-paced environment
- Dont mind repetition and understand that consistency creates opportunity
- Want to be mentored into a commission-based sales role by high-performers
Perks & Benefits
- Competitive base pay with performance-based bonuses
- Fast-track career growth toward Loan Officer licensing
- Hands-on mentorship from experienced successful professionals
- Access to modern CRM and marketing tools
- Energetic supportive office culture with a strong team-first mindset
- Health Dental and Vision insurance available
- 401(k) with company match
How to Stand Out
Send a quick note on why youre a fit to Want to stand out more Include a 30-second video introducing yourself.
Compensation: $45000.00 - $65000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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