Client Relationship Manager – Mortgage Agent

Client Relationship Manager Mortgage Agent
Part-Time Remote Monday to Friday 10:00 a.m.2:00 p.m. ET

We are looking for an experienced Client Relationship Manager to support a Canadian Mortgage Agent by reconnecting with past clients and prospects strengthening relationships and identifying new mortgage opportunities within an established database. You will proactively contact clients conduct friendly check-in calls identify their current or upcoming mortgage needs and book mortgage review appointments directly with the Mortgage Agent.

This is not a high-pressure cold-calling position. The ideal candidate is personable professional confident on the phone and skilled at building trust through natural conversations and consistent follow-up.

Key Responsibilities

• Proactively call and reconnect with past clients and existing prospects
• Conduct friendly check-in conversations to understand clients current and future mortgage needs
• Identify opportunities involving renewals refinances purchases investment properties debt consolidation and other financing needs
• Book qualified mortgage review appointments directly into the Mortgage Agents calendar
• Re-engage contacts who have not been contacted recently
• Follow up consistently with clients who express future interest
• Ask thoughtful questions to uncover changes in clients circumstances
• Maintain an organized follow-up schedule so opportunities do not fall through the cracks
• Update client records conversation notes outcomes and next steps accurately
• Track contacts tasks and follow-up activities using the companys systems
• Maintain a consistent daily outreach volume
• Coordinate appointments and qualified opportunities with the Mortgage Agent
• Provide regular updates on conversations appointments booked opportunities identified and client feedback
• Assist with other client relationship and follow-up activities as required

What Were Looking For

• Proven experience in client outreach relationship management inside sales customer success appointment setting or a similar phone-based roleStrong outbound calling experience
• Excellent spoken and written English
• A confident friendly and professional phone presence
• Ability to build rapport quickly and have natural relationship-focused conversations
• Strong listening questioning and opportunity-identification skills
• Ability to uncover opportunities without using an aggressive sales approach
• Strong follow-up habits and attention to detail
• Experience maintaining accurate client records and notes
• Highly organized and able to manage a large database of contacts and follow-ups
• Self-motivated and comfortable working independently
• Reliable and consistent with daily outreach
• Available Monday to Friday from 10:00 a.m. to 2:00 p.m. Eastern Time

Preferred Experience

• Previous experience in mortgages banking lending real estate insurance or financial services
• Experience working with Canadian or North American clients
• Familiarity with mortgage renewals refinances purchases investment properties
• and general mortgage terminology
• Previous experience supporting a Mortgage Agent Mortgage Broker or mortgage brokerage
• Experience using Google Workspace including Gmail Google Calendar Google Drive Docs and Sheets
• Experience using Trello to manage contacts tasks and follow-ups
• Experience working with CRM systems

The Ideal Candidate

• You enjoy speaking with people and are naturally skilled at building relationships.
• You understand that every conversation does not need to result in an immediate sale. Instead you know how to reconnect with clients ask thoughtful questions understand their current situation and recognize when the Mortgage Agent may be able to help.
• You are comfortable making outbound calls every day following up consistently and maintaining detailed records. You take ownership of your work and ensure that no appointment follow-up or potential opportunity is overlooked.