We are seeking a highly organized and outgoing Client Experience Coordinator to join our team! This role is perfect for someone who thrives in a fast-paced environment, enjoys engaging with clients and the community, and excels at administrative support. The ideal candidate is solutions-oriented, adaptable, and tech-savvy, with experience in CRM systems, software administration, and Microsoft Excel.
This is a full-time position offering health benefits, PTO, and vacation.
Responsibilities
1. Answer incoming phone calls and provide exceptional customer service.
2. Create a welcoming and positive experience for clients and team members.
3. Support daily administrative and operational tasks to ensure smooth business operations.
4. Maintain and update CRM systems to track client interactions and support business processes.
5. Assist with software administration and troubleshooting to improve efficiency.
6. Utilize Microsoft Excel for data management, reporting, and tracking.
7. Facilitate and participate in Zoom meetings with confidence and professionalism.
8. Engage with the local community through outreach, networking, and events.
9. Work closely with team members to collaborate and drive company success.
10. Stay flexible and adaptable to shifting priorities and business needs.
11. Maintain organization and multitask effectively in a dynamic environment.
12. Identify and implement solutions to improve processes and client experiences.
Qualifications
1. Previous experience in an administrative or customer service role.
2. Proficiency in CRM systems and software administration.
3. Comfortable using Zoom and other virtual collaboration tools.
4. Excellent communication and interpersonal skills.
5. Highly organized with strong multitasking abilities.
6. Outgoing personality with a passion for client and community engagement.
7. Solutions-oriented mindset with a proactive approach to problem-solving.
8. Flexible and adaptable to changing business needs and priorities.
9. Team player who enjoys working in a collaborative environment.
Compensation
$45,000
About Mortgage Marketing Animals
If you’re a motivated, detail-oriented professional who loves connecting with people and supporting a dynamic team, we’d love to hear from you! Apply today to join our team.
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