Client Outreach Manager

Job Title:Client Outreach Manager

Location: Orlando, FL (Hybrid: In-Office/Remote)

About Us:

EDGE Home Finance is a leading mortgage brokerage committed to helping individuals and families achieve their dream of homeownership. With a focus on personalized service and expert guidance, we strive to provide seamless loan acquisition processes. Our team is dedicated to integrity, transparency, and fostering long-term relationships with clients and real estate professionals.

Position Overview:

We are seeking a dynamic Client Outreach Manager to join our team. This role is pivotal in managing our Customer Relationship Management (CRM) system, liaising with real estate agents, providing updates on loan statuses, and enhancing our client engagement efforts. The successful candidate will be instrumental in expanding our business by onboarding new agents, following up with past clients, managing appointment schedules, and ensuring a memorable closing experience for our clients.

Key Responsibilities:

• Efficiently manage the CRM system to ensure accurate tracking of client interactions and loan processes.
• Actively communicate with real estate agents to provide updates and foster strong professional relationships.
• Reach out to potential new agents to schedule appointments, introducing them to our services and benefits.
• Update clients throughout the loan process, maintaining high satisfaction and engagement levels.
• Follow up with past clients to nurture relationships and encourage referrals.
• Coordinate the sending of gifts to clients upon the successful closing of their home purchases.
• Manage the executive's calendar, including scheduling meetings, appointments, and events.

Skills and Qualifications:

• Proven experience in Client Outreach, customer service, or a similar role within the mortgage or real estate industry is preferred but not required.
• Strong proficiency in CRM software and Microsoft Office Suite.
• Excellent communication and interpersonal skills, with the ability to engage effectively with clients and agents.
• Highly organized, with the ability to manage multiple tasks and maintain attention to detail.
• Self-motivated with a results-driven approach.
• Knowledge of the mortgage process and industry regulations is preferred but not required.
• Bilingual preferred (Spanish)

What We Offer:

• Competitive salary with performance-based incentives.
• Opportunities for professional growth and development within a supportive team environment.
• Comprehensive benefits package including health insurance, paid time off, and retirement savings plans.

Application Process:

Interested candidates are invited to submit a resume and a cover letter detailing their interest and qualifications for this role. Please include any relevant experience in client relations, CRM management, or within the mortgage industry.

Job Type: Full-time

Pay: Up to $38,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Patient demographics:

• Adults

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Orlando, FL 32801: Relocate before starting work (Required)

Work Location: Hybrid remote in Orlando, FL 32801