Client Concierge

About this role

We’re looking for a Client Concierge to join our team. This role is ideal for someone who enjoys working with people, is comfortable with technology, and thrives in a fast-paced environment. As the first point of contact, you’ll handle inbound and outbound calls, respond promptly, and create a positive experience for clients in just a few minutes.
Key Responsibilities

• Respond quickly to new lead opportunities (inbound and outbound) from multiple sources.

• Engage, qualify, and guide potential clients toward the right next step — whether that’s booking an appointment, starting an application, or connecting them with the appropriate team member.

• Use our CRM daily to manage and track leads, notes, and follow-up tasks.

• Represent the team's reputation for ridiculously fast response times and raving fan customer service.

• Build rapport with prospects, listen to their needs, and guide them toward the appropriate next steps in the loan process.

• Collaborate with loan officers, marketing, and operations teams to keep leads moving forward.

• Learn the business of residential mortgages with the opportunity to grow into a sales role.

Skills, Knowledge and Expertise

• Positive attitude with the ability to stay upbeat under pressure

• Flexible and adaptable to changing situations

• Open to continuous learning and self-improvement

• Proactive and able to take initiative

• Strong customer focus and commitment to providing great service

• Dependable and dedicated to the team’s goals

• Strong sales and communication skills, with the ability to build connections and overcome challenges

• Comfortable with technology and quick to learn new software (CRM experience a plus)

• Well-organized with strong attention to detail and follow-through

Benefits

• Above market salary

• HMO on Day 1 for principal and two dependents

• Government-mandated benefits

• Performance-based Incentives

• Quarterly Company Events

• 1,000 PHP De Minimis

• Equipment and software provided

Originally posted on Himalayas