Job Title: Client Care Coordinator
Department: Operations

Position Summary

The Client Care Coordinator serves as the primary point of contact for clients throughout the mortgage process, ensuring an exceptional customer experience from application to closing. This role is responsible for managing client communications, collecting documentation, coordinating with lenders and third parties, and supporting mortgage brokers to ensure files progress efficiently and accurately.

We are a locally owned lender dedicated to helping individuals and families achieve their homeownership goals. As a small, client-focused company, we pride ourselves on providing personalized service, expert mortgage advice, and tailored financing solutions. Our team works closely with clients throughout every step of the mortgage process, building lasting relationships based on trust, transparency, and exceptional customer care.

The ideal candidate is highly organized, customer-focused, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

Client Relationship Management

• Act as the main contact for clients throughout the mortgage process.

• Provide timely updates on application status and next steps.

• Respond promptly to client inquiries via phone, email, and text.

• Deliver a professional, positive, and client-focused experience at every interaction.

• Build and maintain strong relationships with clients, referral partners, and lenders.

Mortgage File Coordination

• Collect, review, and organize required client documentation.

• Coordinate communication between clients, mortgage brokers, lenders, solicitors, appraisers, and other stakeholders.

• Maintain accurate records within the CRM and mortgage software systems.

• Track deadlines, commitments, and closing dates.

• Assist with document preparation and compliance requirements.

• Generate reports and maintain client records in accordance with company policies.

Education & Experience

• High school diploma required.

• Previous experience in customer service, client relations, administration, banking, or mortgage services preferred.

• Experience within the mortgage, financial services, or real estate industry is considered an asset.

Skills & Competencies

• Excellent verbal and written communication skills.

• Strong organizational and time-management abilities.

• High attention to detail and accuracy.

• Ability to manage multiple files and deadlines simultaneously.

• Proficiency with Microsoft Office Suite and CRM systems.

• Strong problem-solving and customer service skills.

• Ability to work independently and collaboratively within a team environment.

Headquartered in Carlisle, Pennsylvania, Finofi Mortgage Company (f/k/a Foote Capital Mortgage Company) was formed to offer a more personalized mortgage experience than was being offered in the marketplace. Today, Finofi continues to fulfill its mission of “financing dreams…one home at a time” by offering comprehensive mortgage planning and personalized mortgage solutions to its clients.

We strive to be a positive force that uplifts the lives of clients and the communities we serve. At Finofi, we believe in building lasting relationships based on trust, integrity, and a shared commitment to creating brighter futures. By providing personalized financial solutions, supporting local initiatives, and fostering meaningful connections, we aim to make a lasting impact that goes beyond homeownership, helping individuals and communities thrive together.