Client Relationship

5 days ago

Regina, Canada Atlas Mortgage Group Full time

**About Us**

We are a growing mortgage brokerage dedicated to helping clients achieve their homeownership and real estate investment goals. Our mission is to provide expert guidance, personalized solutions, and exceptional customer service to every client we serve.

**Role Overview**

As the **Client Relationship & Mortgage Coordinator**, you will be the primary point of contact for clients throughout the mortgage process, ensuring a seamless and stress-free experience. You’ll support the team by managing CRM systems, assisting with compliance, and performing administrative tasks critical to the success of the business.

This is a **contract, on-site position**, working **Monday through Friday**, where you’ll have the opportunity to collaborate with the team and ensure smooth day-to-day operations.

**Key Responsibilities**
- **Client Relationship Management**: Serve as the primary contact for clients, keeping them informed and supported at every stage of the mortgage process.
- **CRM Administration**: Manage and update the CRM system to track client progress, communication, and important milestones.
- **Team Support**: Assist with other administrative tasks, including scheduling meetings, preparing reports, and maintaining organized records.

**What We’re Looking For**
- **Experience**: 2+ years in a client-facing role, preferably in the mortgage, real estate, or financial services industries.

**Skills**:

- Strong organizational and multitasking abilities.
- Exceptional communication and interpersonal skills.
- Proficiency with CRM tools and Microsoft Office Suite (experience with mortgage software is a plus).
- Attention to detail and commitment to accuracy.

**Qualities**:

- A proactive problem-solver with a positive attitude.
- A client-focused mindset with the ability to build trust and rapport.
- Strong **mortgage underwriting skills**—the ability to analyze and evaluate financial information, creditworthiness, and lending criteria is a major asset.
- A willingness to learn and adapt in a fast-paced environment.

**Compensation**
- **Base Salary**: $40,000 to $50,000 per year (commensurate with experience).
- **Bonus Potential**: Earn up to $10,000 annually in performance-based bonuses.

**Why Join Us?**
- **Growth Opportunities**: Be part of a growing team with clear pathways for career advancement.
- **Supportive Environment**: Work in a collaborative, team-oriented atmosphere.
- **Meaningful Work**: Help clients achieve life-changing milestones in their real estate journeys.

**Work Schedule**

This is a **full-time, contract, on-site position**, with working hours from **Monday to Friday, 9:00 AM to 5:00 PM**.

**How to Apply**

We’re looking forward to welcoming a motivated and skilled professional to our team

Pay: $20.00-$25.00 per hour

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Flexible schedule
- Work from home

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Experience**:

- mortgage: 1 year (preferred)

Work Location: In person

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