Mortgage Client Service Concierge

Description

At Cornerstone Home Lending, a division of Cornerstone Capital Bank, we don't just provide mortgages-we create exceptional experiences.

With a stellar reputation for delivering unparalleled customer satisfaction, on-time closings, and a culture that values employee happiness and retention, we have set ourselves apart as a leader in the mortgage industry.

Our team is passionate about making a meaningful impact on the lives of our clients and partners. We pride ourselves on our unwavering commitment to integrity, innovation, and service excellence.

Our mission is honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

As a company, we have successfully navigated numerous industry cycles and regulatory changes, continually emerging stronger and more committed to our mission.

If you're looking for a place where your work truly matters, where your contributions are recognized, and where you can grow alongside a supportive and dynamic team, Cornerstone may be the place for you.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who We're Looking For :

We are seeking a friendly, proactive Client Service Concierge who genuinely enjoys helping people and making a positive impact.

As the first point of contact for all incoming calls, you will play a crucial role in ensuring our clients feel valued and supported from the moment they reach out.

Your primary responsibility will be to guide clients through their journey with us, addressing their questions, scheduling appointments, and providing exceptional service at every stage.

The ideal candidate will have a passion for customer service, strong organizational skills, and the ability to manage client information efficiently using various internal systems and software.

Key Responsibilities :

• Answer all incoming phone calls and text messages with a positive attitude and a focus on excellent customer service.
• Provide clients and real estate partners with clear information and assistance, ensuring a seamless and supportive experience.
• Manage client communications, including maintaining an organized call tracker, managing follow-up tasks, and handling Client Experience CRM campaigns.
• Conduct outbound follow-up communications with clients to ensure their complete satisfaction, maintaining the highest level of service excellence and helping us consistently earn 5-star reviews.
• Collaborate with corporate marketing to request and manage promotional materials as needed.
• Provide support to team members to enhance overall client satisfaction and experience.

What You'll Need to Be Successful :

To thrive in this role, you'll need excellent time management skills, a strong sense of organization, and a positive, can-do attitude.

Success will also require :

• A high school diploma, GED, equivalent work experience, or recent college graduate.
• Customer service experience in a professional setting is preferred.
• Proficiency in Microsoft Office Suite.
• Experience with Empower, Salesforce, CRM management, and / or text platforms is a plus.
• Strong communication skills, both written and verbal.
• Meticulous attention to detail and excellent organizational skills.
• Data entry experience is a plus.

What We Offer :

At Cornerstone Home Lending, we value our employees and believe in investing in their success. We offer a competitive salary, a comprehensive benefits package, and opportunities for professional growth.

You'll benefit from a supportive work environment where your contributions are recognized and appreciated. Additionally, we provide professional mentorship to help you develop your skills, expand your career, and thrive within our organization.

What to Do Next :

At Cornerstone Home Lending, we believe that people matter. We're not just looking to fill a position; we're looking for the right person to join our team and make a meaningful impact.

If you feel that Cornerstone is the place where your values align and you have the passion and qualifications to contribute to our mission, we'd love to hear from you.

Apply today to become a part of a company that values its people and is committed to your growth and success.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)