Client Coordinator
Core
Own the client journey from initial contact through pre-approval, ensuring timely communication and process clarity for mortgage leads.
Role type
Client Coordinator (Mortgage Operations)
Builds
Decision-ready loan applications and organized client files for handoff to Pre-Approval Specialists
Domain
Mortgage lending / Financial services
Deliverable
client delivery
Required skills
structured intake calls, CRM management, documentation collection and review, multi-file prioritization, clear non-advisory client communication, scheduling coordination
Preferred skills
sales support experience, familiarity with mortgage process and documentation
Technologies
CRM systems
Responsibilities
Serve as first point of contact for inbound purchase and refinance leads; conduct structured intake calls to assess borrower goals; collect and organize required borrower documentation; maintain accurate, real-time CRM notes and status updates; coordinate scheduling and internal logistics for pre-approval review; communicate readiness and timeline updates to clients and Realtors
Seniority
Individual Contributor, entry-level to mid-level