Current jobs related to Client Success Representative - Langley - Thrive Mortgage Co.

  • Client Success Representative

    2 weeks ago

    Langley, Canada LinkPoint Full time

    **Are you passionate about providing a great customer experience, and possess a strong knowledge of Telecom or IT?** LinkPoint IT Solutions is seeking an experienced **Client Success Representative** to join our growing team in Langley! **About us**: LinkPoint is a leading industry expert in IT support, technology solutions, management consulting, and...

  • Client Care Representative

    2 weeks ago

    Langley, Canada Innotech Windows + Doors Full time

    Innotech Windows + Doors is a leading window and door manufacturer located in Langley, BC. We are an innovative, energetic and family-oriented company that promotes a flexible and fun work environment. We value teamwork, open communication and continuous improvement - our focus is serving our clients by exceeding their expectations. We are passionate about...

  • Client Service Representative

    1 week ago

    Langley, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Care Representative

    3 days ago

    Langley, British Columbia, Canada Innotech Windows + Doors Full time $45,000 - $54,900 per year

    Reporting to the Client Care Manager, the Client Care Representative is an organized and approachable member of our team. As the primary point of contact for our clients, after they have placed an order, the Client Care Representative coordinates a high volume of orders and ensures that our clients have a positive experience with Innotech Windows + Doors....

  • Inside Sales Representative

    1 week ago

    Langley, Canada Tundra Sales Inc. Full time

    **The Company** Tundra is a successful, growing equipment distributor. Tundra provides sales and service for consumable drilling tooling and ground engagement tools for the drilling and mining industry. Your role as a **Inside Sales Representative **is to assist our outside sales team. Provide excellent customer service to our local customer base, from our...

  • Promotional Representative

    2 weeks ago

    Langley, Canada XMC Sponsorship and Experiential Marketing Full time

    XMC is looking for energetic and outgoing Promotional Representatives to join our team! The main objective of a Promotional Representatives is to actively engage consumers to communicate key messaging and create brand awareness through various activations. Promotional Representatives will represent our client in field, informing consumers about the key...

  • Business Development Representative

    5 days ago

    Langley, Canada AE Concrete Products Inc. Full time

    Are you a driven, strategic thinker with a passion for building strong relationships and uncovering new business opportunities? As a Business Development Representative (BDR), you’ll play a key role in driving our growth by identifying prospective clients, nurturing meaningful connections, and collaborating closely with our Technical Sales Team to deliver...

  • Technical Sales Representative

    2 weeks ago

    Langley, Canada AE Concrete Products Inc. Full time

    **ABOUT THE JOB**: We believe that respect for people and continuous improvement will drive the success of ourselves and our business. The **Technical Sales Representative**is a key member to that success, as the position will be part of our dedicated inside sales team that provides creative engineered solutions, relevant advice and superior customer...

  • Inside Sales Representative

    7 days ago

    Langley, Canada StruXure Outdoor Vancouver Ltd. Full time

    **About us** StruXure Outdoor Vancouver Ltd. started in Langley in 2020. Two years ago we expanded to the Okanagan. We continue to grow our teams in both the Lower Mainland and the Okanagan. StruXure Outdoor Vancouver/Okanagan provides customers across British Columbia with innovation smart patio covers, such as screening solutions, and pergolas. After an...

  • Sales Representative

    2 weeks ago

    Langley, Canada Collins Manufacturing Co Ltd Full time

    Collins Manufacturing Company Ltd. builds truck bodies for the transportation industry and we are looking for an experienced and tenacious sales representative to grow our portfolio. As a Sales Professional you will be responsible for: - **Identifying and cultivating new sales opportunities**: Prospecting, lead generation, and cold calling within the...

Client Success Representative

2 weeks ago

Langley, Canada Thrive Mortgage Co. Full time

Welcome to the lending career you always wanted as a member of one of the top lending teams in the country. Your role as a Client Success Coordinator is to utilize your communication skills to liaison with our clients to promote our services and extend client care messages to them.

You are responsible for the execution of numerous client contact activities related to their relationships with Thrive Mortgage Co. We expect exceptional and professional client service.

The Client Success Coordinator's job is to ensure that we are delivering on our promise to the client that we will be proactively helping them grow their wealth, save money and help them set goals and create plans for the future, as it relates to real estate and finance.

The Client Success Coordinator will be managing/nurturing the past client database, facilitating referral and repeat business, expanding/nurturing ancillary business partner relationships and identifying and notating future business opportunities.

**Daily Tasks**:

- Review and store all Post Closing Call notes in the client's file in the CRM.
- _**1 Month Post Funding Calls -**_ Ensure that the client is starting off well with the new mortgage. Answer any questions they may have and remind the client about the upcoming follow-up calls and the importance of the calls.
- _**3 Month Follow Up Calls - **_Review the client's file for any financing opportunities. Ask about changes or updates, ask about ancillary partners and explain the follow-up strategy.
- _**6 Month Follow Up Calls -**_ Review the client's file for any financing opportunities. Ask about changes or updates, ask about ancillary partners and explain the follow-up strategy.
- _**Annual Financial Reviews -**_ Review the information in the file and follow the AFR protocol.

**We Value**:

- Client first approach
- Problem-Solving (thinking on your toes)
- Attention to detail
- Positive work ethic
- Team Player

**You Have**:

- A good understanding of mortgage products, real estate transactions and extending a positive, inviting attitude towards those you communicate.
- Mortgage brokerage industry experience, a valid BCFSA Mortgage Broker License in good standing, **is an asset**.
- Exceptional written and communication skills and ability to quickly relate to our clients in dialogue.
- Excellent organizational and time management skills and the ability to prioritize work
- Desire to grow, learn and willingness to EXCEED client expectations.
- Ability to adapt and complete tasks with mínimal supervision
- Experience with CRM and computer programs is required.

**Some of Your Responsibilities**:

- Client Communication, both written and verbal
- Data Entry & CRM updating
- Managing tasks & following up on a variety of tasks until completion
- Client Care - Support & Happiness

**Compensation Key**
- Past Client Referral - $300
- Past Client Refinance - $300
- Referring Past Clients to Ancillary Partners - $50
- Referral of Ancillary Partner from the client to BDM - $50
- Annual Financial Review Completed - $50
- Long-Term Incubation Lead Conversion - $200

**Salary**: $45,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus pay

**Experience**:

- Sales: 2 years (required)

**Language**:

- English (required)

Work Location: One location