Client Onboarding Specialist

We're a fast-growing mortgage team looking for a proactive, relationship-driven Client Success & Pipeline Manager to own the middle of our client journey 🫶 Your job is making sure they don't fall through the cracks. You'll guide clients from completed onboarding through pre-approval readiness by following up consistently, answering questions, keeping timelines updated, and making sure every borrower is moving toward their home-buying goals. This role is equal parts customer success, pipeline management, and relationship building. What You'll Do: - Call every borrower after they've completed their onboarding portal to review their home-buying game plan 📞 - Re-engage leads who started—but didn't finish—the onboarding process 📈 - Keep borrowers motivated and moving through each milestone 💪 - Update purchase timelines and life events inside our CRM 📆 - Identify when clients are ready for pre-approval and coordinate the handoff to our Pre-Approval Specialist 🏡 - Confirm borrowers understand their next steps before every transition 🤝 - Keep every lead organized, documented, and progressing through the pipeline 🗂️ - Follow up with inactive leads so opportunities don't go cold 🥶 - Track pipeline movement and ensure no qualified client gets forgotten ✏️ - Communicate regularly with the VP of Lending on Client Readiness & trends 💃 You're a Great Fit If You... - Love building relationships over the phone 🤳 - Are confident making outbound follow-up calls 💬 - Naturally keep conversations organized and moving forward ✨ - Notice when something needs attention before anyone asks 👀 - Are comfortable following structured processes while thinking independently ✅ - Enjoy helping people accomplish major life goals 🩷 - Believe consistent follow-up creates exceptional customer experiences ⚡️ We're looking for someone who is: - Warm and personable - Organized without being rigid - Naturally proactive - Excellent at following through - Calm under pressure - Positive and encouraging Details: Type: Contract / Part-Time (hours based on pipeline volume) Location: Fully Remote Availability: Reachable during Eastern Time business hours