12 ago
|
The Luna Group
|
Durango
12 ago
The Luna Group
Durango
As our **Client Relations & Partner Support Specialist**, you will play a key role in supporting clients throughout the mortgage process while also nurturing relationships with our referral partners.You'll be the friendly, reliable point of contact that ensures everyone; borrowers, real estate agents, and internal team members feels supported, informed, and valued.This role blends customer service, communication, organization, and relationship management into one highly impactful position with part-time availability on weekends to help maintain seamless support and responsiveness during critical times.
**Position Overview**You will be responsible for guiding clients through the loan process, managing documentation, maintaining ongoing communication, and strengthening partnerships with real estate professionals who refer business to us.Your work ensures a smooth experience for all parties and directly contributes to the success and growth of our organization.
**Key Responsibilities**- Provide high-quality customer service to new and existing clients- Serve as the primary point of contact for clients throughout the loan process- Assist loan officers with daily tasks, documentation, and pipeline management- Communicate with clients, referral partners, and internal team members to gather information and provide updates- Work closely with the marketing department on client outreach initiatives, campaigns, and follow-up communication- Track client interactions and maintain accurate records in CRM system.
- Assist with scheduling appointments,
preparing loan files, and organizing documentation- Ensure compliance with company policies and lending regulations**Qualifications**- Previous experience in mortgage, lending, real estate, financial services, or customer service preferred- Strong communication and interpersonal skills- Excellent organizational skills and attention to detail- Ability to multitask in a fast-paced environment- Proficiency with computers, CRM systems, and basic office software- A positive attitude, strong work ethic, and willingness to learn**What We Offer**- Competitive compensation- Professional development and training- Supportive team environment- Opportunities for advancement within the company**Qualifications**- 1+ years of customer service experience (mortgage or real estate experience is a plus).
- Strong communication and interpersonal skills.
- Excellent organizational and follow-up abilities.
- Comfortable with relationship-building and proactive outreach.
- Ability to multitask in a fast-paced environment.
- Strong attention to detail and accuracy.
- Microsoft Office, CRM, and data-entry proficiency.
- Self-motivated, proactive, and solutions-oriented.
- Advanced English proficiency (CEFR Level C1 or higher).
- Bilingual (Spanish/English) preferred but not required.
**Job Types**: Full-time, CommissionPay: $1,****** - $6,****** per week**Education**:- High school or equivalent (required)**Language**:- English & Spanish (required)Work Location: In person
📌 Customer Service Specialist (Weekends Part-Time) (Durango)
🏢 The Luna Group
📍 Durango