Client Success and Retention Specialist
Morgan Financial
Date: 1 day ago
City: Melbourne, FL
Contract type: Full time
Benefits:
At Morgan Financial, we’ve built a proven path for driven, people-oriented professionals to grow into high-performing mortgage Loan Officers — even if you don’t have experience. This is not a call center role, but it is a high-activity, outbound communication role. This is a sales-focused, client-facing opportunity for those who are hungry, coachable, and eager to learn how to generate business and close deals.
As a Client Success & Retention Specialist, you’ll support our top producers and master the foundational skills of mortgage sales. You’ll follow up with leads, set appointments, ask for referrals, revive cold prospects, and gain direct experience working in a CRM, managing pipelines, and communicating with customers.
This role involves a high volume of outbound communication — mostly phone calls — so you must be comfortable talking to people all day, asking the right questions, and building trust quickly. You’ll also text and email leads regularly and rely on CRM tools to keep everything moving forward.
This role is ideal for someone who wants to grow into a commission-based Loan Officer within 12–18 months — and who’s ready to hustle, learn, and earn their seat at the table.
Lead Intake & Appointment Setting
This role is built for advancement. You’ll be mentored, trained, and supported on the path to becoming a Loan Officer. You’ll gain:
Send a quick note on why you’re a fit to [email protected]. Want to stand out more? Include a 30-second video introducing yourself.
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
At Morgan Financial, we’ve built a proven path for driven, people-oriented professionals to grow into high-performing mortgage Loan Officers — even if you don’t have experience. This is not a call center role, but it is a high-activity, outbound communication role. This is a sales-focused, client-facing opportunity for those who are hungry, coachable, and eager to learn how to generate business and close deals.
As a Client Success & Retention Specialist, you’ll support our top producers and master the foundational skills of mortgage sales. You’ll follow up with leads, set appointments, ask for referrals, revive cold prospects, and gain direct experience working in a CRM, managing pipelines, and communicating with customers.
This role involves a high volume of outbound communication — mostly phone calls — so you must be comfortable talking to people all day, asking the right questions, and building trust quickly. You’ll also text and email leads regularly and rely on CRM tools to keep everything moving forward.
This role is ideal for someone who wants to grow into a commission-based Loan Officer within 12–18 months — and who’s ready to hustle, learn, and earn their seat at the table.
Lead Intake & Appointment Setting
- Respond to inbound digital leads from web forms, ads, and landing pages
- Guide prospects through the loan application and prequalification process
- Set up appointments for Loan Officers based on fit, timeline, and readiness
- Ensure all lead data is correctly entered and updated in our CRM
- Follow up with leads that have gone cold or unresponsive after initial contact
- Use personalized call, text, and email sequences to re-engage interest
- Route warmed-up leads back to the appropriate Loan Officer
- Contact past clients for annual mortgage check-ins and review requests
- Actively ask for referrals during meaningful client interactions
- Identify refinance, move-up, or second-home opportunities
- Keep clients engaged with timely follow-up and value-driven communication
- Maintain accurate lead status, tags, notes, and workflow assignments in our CRM.
- Ensure leads are properly nurtured through automated sequences and live follow-up
- Audit and clean pipelines to avoid lead loss or follow-up gaps
- Track daily/weekly outreach, appointments booked, and re-engagement wins
- Provide weekly updates to leadership on lead pipeline health and trends
- Suggest workflow or follow-up improvements to boost conversion
This role is built for advancement. You’ll be mentored, trained, and supported on the path to becoming a Loan Officer. You’ll gain:
- Mentorship from top producers
- Training on disclosures, structuring, and compliance
- A seat on the sales team when you’re ready — with leads and a warm database already in motion
- Excellent phone presence — confident, warm, and articulate
- Comfortable with high call volumes and outbound outreach
- Strong organizational and follow-up skills
- Tech-savvy — especially with CRMs, email/text automation, and task tracking
- Experience in mortgage, real estate, customer service, or inside sales is a plus (not required)
- Want a proven path into mortgage sales
- Love connecting with people and solving problems
- Can stay positive and motivated in a fast-paced environment
- Don’t mind repetition — and understand that consistency creates opportunity
- Want to be mentored into a commission-based sales role by high-performers
- Competitive base pay with performance-based bonuses
- Fast-track career growth toward Loan Officer licensing
- Hands-on mentorship from experienced, successful professionals
- Access to modern CRM and marketing tools
- Energetic, supportive office culture with a strong team-first mindset
- Health, Dental and Vision insurance available
- 401(k) with company match
Send a quick note on why you’re a fit to [email protected]. Want to stand out more? Include a 30-second video introducing yourself.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resume