Customer for Life Associate
| Company | Movement Mortage |
|---|---|
| Location | Fort Mill, SC, USA |
| Salary | $35000 – $40000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
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.
Responsibilities
- 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.
Preferred Qualifications
- Mortgage or financial services experience preferred.
- Bilingual skills (Spanish especially preferred).