Job Details

Our client, a major national nonprofit focused on impact finance and advisory services, is seeking a Sales Concierge Coordinator to support its Home Loan Mortgage team and deliver an exceptional member experience. The Sales Concierge Coordinator plays a key role in supporting the Home Loan Mortgage queue and delivering an exceptional member experience. This individual will assist Mortgage Loan Originators (MLOs) with non-licensed activities while serving as a trusted member advocate aligned with our core values.

**Please note this is a remote, 6-month contract role based in San Francisco, CA. Pay will be $24/hr.**

Key Responsibilities:

• Independently manage and support the mortgage queue to ensure timely response to member inquiries
• Utilize the mortgage origination system to review files and address member questions
• Clearly and professionally communicate with members while representing company culture across all channels
• Schedule appointments for Mortgage Loan Originators
• Transfer calls to the appropriate department or channel when needed
• Handle complex or sensitive member situations with professionalism and care
• Support compliance initiatives and adhere to regulatory standards
• Proactively identify operational issues, escalate concerns, and recommend solutions
• Deliver a consistently exceptional member experience
• Perform additional duties as assigned

Qualifications:

• 2+ years of customer service experience
• Strong written and verbal communication skills with the ability to communicate clearly and concisely across all levels
• Ability to work independently with minimal supervision
• Professional demeanor and strong work ethic
• Experience in mortgage, consumer credit, or consumer lending preferred
• NMLS license preferred but not required
• Strong understanding of regulatory compliance
• Collaborative mindset with the ability to partner cross-functionally
• Adaptability and the ability to implement new processes and procedures efficiently
• Passion for delivering an outstanding member experience

Schedule Requirement

This role requires availability:

• Monday – Friday: Between 8:00 AM – 8:00 PM ET (with a primary focus on later shifts)
• Weekends: 10:00 AM – 3:00 PM ET, one Saturday or Sunday per month

Please submit your resume for consideration

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