Client Concierge

Key Responsibilities

• Respond quickly to new lead opportunities (inbound and outbound) from multiple sources.
• Engage, qualify, and guide potential clients toward the right next step — whether that’s booking an appointment, starting an application, or connecting them with the appropriate team member.
• Use our CRM daily to manage and track leads, notes, and follow-up tasks.
• Represent the team's reputation for ridiculously fast response times and raving fan customer service.
• Build rapport with prospects, listen to their needs, and guide them toward the appropriate next steps in the loan process.
• Collaborate with loan officers, marketing, and operations teams to keep leads moving forward.
• Learn the business of residential mortgages with the opportunity to grow into a sales role.

Skills, Knowledge and Expertise

• Positive attitude with the ability to stay upbeat under pressure
• Flexible and adaptable to changing situations
• Open to continuous learning and self-improvement
• Proactive and able to take initiative
• Strong customer focus and commitment to providing great service
• Dependable and dedicated to the team’s goals
• Strong sales and communication skills, with the ability to build connections and overcome challenges
• Comfortable with technology and quick to learn new software (CRM experience a plus)
• Well-organized with strong attention to detail and follow-through

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided

Originally posted on Himalayas