Customer for Life Associate
About The Position
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.
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.
- A strong understanding of the homeownership journey
Nice To Haves
- Bilingual skills (Spanish especially preferred).
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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
