California Licensed Client Coordinator

Job Summary

Owning the client journey from initial contact through pre-approval, the full-time California Licensed Client Coordinator will ensure timely communication and process clarity while managing inbound leads and documentation in a remote environment.

Key responsibilities

• Serve as the first point of contact for inbound purchase and refinance leads
• Manage inbound communication across phone, text, email, and CRM queues to facilitate application progression
• Prepare fully documented, organized, decision-ready files for handoff to the Pre-Approval Specialist

Required qualifications

• High School Diploma or equivalent
• Experience in sales support or customer service preferred
• Familiarity with the mortgage process and required documentation preferred
• Skilled in managing time-sensitive tasks and multiple active files
• Excellent organizational and time management skills