Mortgage Support Specialist
hace 2 semanas
Job Title: Customer Support Agent
Job Type: Remote, Full-time
Company: Bruntwork
Industry: Mortgage and Real Estate
About Us: Bruntwork is a thriving mortgage brokerage and real estate consultancy poised for growth. We're a dynamic business led by an experienced mortgage broker, serving clients across the real estate spectrum with a focus on personalized service and efficient operations.
Job Description:
As a Customer Support Agent in our fast-paced mortgage and real estate environment, you'll be at the heart of client communications and business growth. You'll manage lead follow-ups, guide clients through the mortgage application process, and ensure smooth operations across multiple business functions. This role offers a unique opportunity to gain in-depth knowledge of the mortgage industry while honing your skills in client relationship management.
Responsibilities:
• Conduct proactive follow-ups with leads and clients at various stages of the mortgage application process
• Assist clients in completing applications and uploading necessary documents, addressing queries as they arise
• Manage the broker's calendar, scheduling appointments for complex cases requiring expert attention
• Maintain ongoing relationships with past clients through timely communications and anniversary messages
• Generate weekly reports for partnering real estate agents on mutual prospects
• Utilize and update CRM systems (Bonzo, GoHighLevel) to ensure accurate client information
• Identify and escalate urgent matters or roadblocks in the application process
• Support additional administrative tasks for the associated real estate business as needed
Requirements:
• Excellent verbal and written communication skills in English
• Proven experience in customer service or administrative support roles
• Proficiency with CRM systems and ability to quickly adapt to new software (experience with Bonzo, GoHighLevel, or Arrive is a plus)
• Strong organizational skills with the ability to juggle multiple tasks and priorities
• Basic understanding of the mortgage or real estate industry (preferred but not required)
• Self-motivated with the ability to work independently in a remote setting
• Availability to work within the Florida time zone
• Comfortable making phone calls and interacting with clients regularly
• Attention to detail and commitment to maintaining high-quality work
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