Loyalty Lead Coordinator
Core
Provides administrative and operational support for mortgage loyalty, handling renewals, servicing, and client follow-up to ensure timely client experiences.
Role type
Administrative operations coordinator (mortgage loyalty)
Builds
Mortgage renewal and servicing workflows for clients
Domain
Financial services / Mortgage lending
Required skills
Administrative processing, file management, data entry, client communication, system navigation, prioritization, escalation, compliance adherence, bilingual communication
Preferred skills
Mortgage terminology knowledge, contact center experience, workflow queue management, document management, operational controls
Technologies
Shared inboxes, work queues, document management systems, reporting tools
Responsibilities
Process mortgage renewal and servicing requests, review files for accuracy, update client records and trackers, prepare correspondence, monitor workflows, coordinate with specialists, escalate exceptions, identify process defects, protect client information
Seniority
Individual Contributor, entry to mid-level