
Mortgage Database Manager - Client Relationship Manager
Diversified Funding Group, USA • Remote
Posted 18 hours ago
Diversified Funding Group, USA, is looking for an experienced, energetic mortgage professional to join our team as a Mortgage Database Manager / Client Relationship Manager.
This is not a traditional administrative database position. Your primary responsibility will be getting on the phone, building relationships, following up consistently, and uncovering opportunities within the client, prospect, and referral-partner database.
This position could be an excellent fit for a Loan Officer who enjoys the mortgage business but does not want to generate their own leads, or someone with experience as a Loan Officer Assistant, Loan Partner, Pre-Approval Specialist, Processor, Inside Sales Representative, Real Estate Agent, Title Professional, or similar client-facing role.
At Diversified Funding Group, we believe the relationship with a borrower does not end at the closing table. Our goal is to become clients' "resource for life." We stay connected after closing, answer questions, help clients plan for future purchases and projects, and make sure they know when a refinance or other mortgage opportunity could benefit them.
You will play a key role in making that happen.
Once you apply, you will receive an email with a link to complete a DISC assessment if you haven't done so already. Please be sure to click the link, finish the assessment, and answer the screening questions.
Make daily outbound calls to past clients, pre-approved borrowers, prospects, and leads
Maintain consistent contact with our existing client database
Follow up with clients who have previously expressed interest in purchasing or refinancing
Reactivate past clients, prospects, and leads that have gone cold
Identify potential refinance opportunities
Speak with homeowners about their current mortgage and future financial or real estate plans
Follow up with pre-approved borrowers who are actively or potentially looking to purchase a home
Ask the right questions to uncover mortgage needs and future opportunities
Build trust and long-term relationships through consistent, professional communication
Schedule appointments and connect qualified opportunities with the appropriate mortgage professional
Conduct outreach to Realtors and potential new referral partners
Develop and maintain relationships with new and existing referral partners
Maintain detailed and accurate notes, tasks, and follow-up dates in our CRM
Ensure opportunities do not fall through the cracks by following up consistently
Learn and stay current on mortgage products, terminology, processes, and guidelines
Help deliver an exceptional client experience before, during, and long after closing
What We’re Looking For:
We are looking for someone who is confident, personable, persistent, organized, and comfortable spending a significant portion of the day on the phone.
The ideal candidate:
Has experience as a Loan Officer, Loan Officer Assistant, Loan Partner, Pre-Approval Specialist, Loan Processor, Real Estate Agent, Title Professional, Inside Sales Representative, or similar role
Has mortgage industry experience or a strong understanding of the mortgage and real estate process
Is comfortable making a high volume of outbound phone calls
Enjoys talking to people and building genuine relationships
Is comfortable reconnecting with past clients and prospects
Is comfortable reaching out to Realtors and developing relationships with potential referral partners
Has strong follow-up skills and understands that opportunities often require multiple conversations
Is highly organized and comfortable working within a CRM/database
Has excellent verbal and written communication skills
Is energetic, positive, professional, and personable
Has a proven commitment to exceptional customer service
Is highly motivated, detail-oriented, and accountable
Takes ownership of responsibilities and follows through
Wants to build a long-term career in the mortgage industry
Compensation
$52,000+
Diversified Funding Group, USA, is a top-performing mortgage company with more than 20 years of experience helping borrowers achieve their homeownership and financial goals.
Our philosophy is simple: closing the loan is only the beginning of the relationship.
We strive to become a lifelong mortgage resource for every client we serve while building lasting partnerships with the real estate professionals who trust us with their clients.
If you are driven by results, love talking to people, believe in consistent follow-up, and are passionate about building lasting relationships, we want to hear from you.
Apply today and grow your mortgage career with Diversified Funding Group, USA.
Share this job
All jobs / Jobs in US / Diversified Funding Group, USA / Mortgage Database Manager - Client Relationship Manager
Not quite what you're looking for? Search jobs by title, location, or company.