Make timely outbound calls to customers at 30 days, 90 days, and 1-year after loan closing.
At 30 days: Thank the customer, confirm their satisfaction, and reinforce the loan officer's commitment to their long-term success.
At 90 days: Check in to ensure all aspects of their mortgage and home transition have been handled properly.
At 1 year: Conduct a "Mortgage Checkup" to identify any changes in life, goals, or potential future needs (refinance, move-up home, investment property, etc.).
Document all customer interactions and feedback in our CRM system.
Identify opportunities to re-engage the original loan officer or refer to other internal specialists as needed.
Assist with periodic customer appreciation campaigns and outreach initiatives.
Serve as a brand ambassador for our company's mission to create customers for life.
Requirements
Excellent verbal and written communication skills.
Strong interpersonal skills with a warm, empathetic approach.
Proven experience in customer service, client relations, or inside sales (mortgage or financial services experience preferred).
Highly organized and able to manage follow-up tasks and documentation efficiently.
Comfortable with CRM systems, call logs, and basic reporting.
A heart for service and a passion for building relationships that last.
Prior experience working with mortgage clients.
Bilingual skills (Spanish especially preferred).
A strong understanding of the homeownership journey
The expected salary range for this position is between:
$35,000.00 - $40,000.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
We also offer a benefits package that includes:
Competitive pay
Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE
Retirement plan: 401(k) and Roth
Paid Time Off: 16 days front loaded. Prorated based on the start date month
11.5 paid holidays per year
Employee assistance program
Excellent career growth opportunity
Fun, team-focused working environment
Employee driven community outreach program
Relocation packages available
The application window is anticipated to close on:
April 1, 2026
Benefits
Dental insuranceVision insurance401(k)
Additional Information
Join the company defining what it means to be an Impact Lender!
Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender.
At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit.
Movement · Indian Land, SC