Remote Customer Relations Executive Jobs

Executive Client Relations Coordinator | Mortgage Team

Do you love connecting with people, creating exceptional customer experiences, and keeping things running smoothly behind the scenes?

Waymaker Mortgage Company is looking for a highly organized, motivated, and detail-oriented Loan Partner 1 (LP1) to join our growing team!

In this role, you'll work directly alongside our Loan Officer to manage incoming leads, coordinate appointments, maintain client relationships, and ensure no opportunity falls through the cracks. You'll serve as a key point of contact for prospective borrowers, clients, and referral partners, helping create a seamless experience from the very first conversation.

We're looking for someone who thrives in a fast-paced environment, communicates confidently, takes initiative, and finds satisfaction in making things happen. You should enjoy building relationships just as much as you enjoy creating structure, solving problems, and staying organized.

If you're someone who naturally stays one step ahead, takes ownership of your responsibilities, and wants to be part of a team that values excellence, growth, and meaningful relationships, we'd love to meet you!

The Loan Partner 1 (LP1) is responsible for managing the Loan Officer's lead pipeline, calendar, client communications, and database while providing exceptional administrative and operational support.

The LP1 plays a critical role in ensuring prospective borrowers receive timely communication, appointments are scheduled efficiently, and clients and referral partners feel informed and valued throughout their experience.

This position requires excellent communication skills, strong attention to detail, effective time management, and the ability to balance multiple priorities while maintaining a consistently high level of professionalism.

Lead Management & Client Relations

• Promptly contact new leads and referral prospects through phone, text, and email.

• Conduct initial discovery conversations to understand prospective borrowers' goals, timelines, and financing needs.

• Guide prospective borrowers through the initial mortgage application process, including coordinating application completion and gathering preliminary information.

• Schedule consultations and strategy calls with the Loan Officer and appropriate team members.

• Maintain consistent, proactive communication with prospects to keep them engaged and moving forward.

• Accurately enter and maintain lead information, communication history, and follow-up activities within the CRM.

• Track lead activity, conversion rates, and pipeline progress to identify opportunities for improvement.

• Deliver an exceptional first impression and customer experience with every interaction.

Calendar & Executive Support

• Manage the Loan Officer's calendar, including client consultations, business partner meetings, and internal appointments.

• Coordinate scheduling, confirmations, rescheduling, and appointment preparation.

• Ensure the Loan Officer is prepared for upcoming meetings with relevant client information and notes.

• Proactively identify scheduling conflicts, outstanding tasks, and potential workflow interruptions.

• Assist with email management, inbox organization, and prioritization of important communications.

• Support daily administrative and operational needs to maximize the Loan Officer's productivity.

• Anticipate needs, solve problems independently when appropriate, and help keep the team organized and on track.

Database Management & Relationship Development

• Maintain accurate, organized client and referral partner records within the CRM.

• Support ongoing communication with past clients, active prospects, and business partners.

• Coordinate client appreciation initiatives, special occasions, and relationship-building activities.

• Assist with planning and executing client events, referral partner gatherings, and educational opportunities.

• Support email marketing campaigns, newsletters, and other client engagement initiatives.

• Help strengthen relationships that generate repeat business and referrals.

Team Communication & Operational Excellence

• Collaborate closely with the Loan Officer, loan partners, processing team, and referral partners to ensure a seamless client experience.

• Communicate updates, outstanding needs, and potential concerns clearly and promptly.

• Maintain accurate records and ensure important information is accessible to the appropriate team members.

• Monitor assigned tasks and deadlines to ensure commitments are completed on time.

• Identify opportunities to improve processes, communication, and overall team efficiency.

• Represent Waymaker Mortgage Company with professionalism, warmth, and integrity in every interaction.

Required

• High school diploma or equivalent.

• Ability to work full-time, a minimum of 40 hours per week.

• Excellent verbal and written communication skills, including confidence communicating with clients by phone, text, and email.

• Exceptional organizational skills and attention to detail.

• Strong time management skills with the ability to prioritize competing responsibilities.

• Comfortable initiating conversations, following up consistently, and guiding prospective clients toward next steps.

• Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.

• Ability to learn new software, technology, and internal processes quickly.

• Dependable, self-motivated, and capable of working independently with minimal supervision.

• Strong problem-solving skills and a proactive approach to completing tasks.

• Ability to remain professional, positive, and composed under pressure.

• Commitment to continuous learning, personal development, and team success.

Preferred

• Previous experience in the mortgage, lending, real estate, or financial services industry.

• Experience in an executive assistant, administrative support, client relations, or sales support position.

• Familiarity with mortgage loan applications and the general home financing process.

• Experience using CRM platforms and managing lead pipelines.

• Familiarity with Loan Origination Systems, particularly Arive.

• Experience coordinating calendars, managing client communications, and supporting a high-performing sales professional.

• Experience with GoHighLevel or similar CRM and marketing automation platforms.

The Ideal Candidate

• Is proactive: You don't wait to be told what needs to happen next. You anticipate needs and take initiative.

• Is relationship-driven: You genuinely enjoy helping people and understand the importance of building trust.

• Is detail-oriented: You take pride in accuracy, organization, and following through on commitments.

• Is an effective communicator: You can confidently guide conversations, ask thoughtful questions, and communicate clearly.

• Is adaptable: You can shift priorities when needed without losing sight of the bigger picture.

• Is accountable: You take ownership of your responsibilities and follow through on what you say you'll do.

• Has a growth mindset: You welcome feedback, seek improvement, and are eager to develop professionally.

At Waymaker Mortgage Company, we believe in the American Dream of homeownership being the primary tool for every family to build wealth. We are passionate about empowering every family with confidence, clarity, and guidance to make excellent financial decisions according to their goals. Our playbook for success is to deliver a mortgage experience that includes Simplicity, Empowerment, Excellence, and Community. If you fit this culture, we'd love to talk to you about joining our growing team!

Waymaker Mortgage Company Core Values:

• Optimism: We stay positive and see opportunities in every situation.
• Fun: We enjoy what we do and create a fun experience for everyone.
• Stewardship: We take great care of what’s entrusted to us—clients, partners, and resources.
• Growth: We keep learning, improving, and striving to be better every day.
• Perseverance: We don’t quit when things get tough—we find a way forward.
• Unity: We believe that what we are part of is greater than the part that we play.