Customer for Life Associate

Movement Mortgage, LLC; South Carolina; On-site; USD 35,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Medical, Dental, Vision

401(k) and Roth

PTO and holidays

Employee assistance program

Career growth opportunities

Relocation packages available

Job summary

Movement Mortgage, LLC is seeking a customer success oriented professional to manage post-closing follow-ups with mortgage clients. You will conduct scheduled check-ins at 30 days, 90 days and 1 year, ensuring satisfaction and uncovering future needs, while logging interactions in our CRM and coordinating with loan officers as needed.

The role emphasizes empathy, organization, and relationship-building within a mission-driven team that values community impact and client care.

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal skills with a warm, empathetic approach.
• Proven experience in customer service, client relations, or inside sales (mortgage or financial services experience preferred).
• Highly organized and able to manage follow‑up tasks and documentation efficiently.
• Comfortable with CRM systems, call logs, and basic reporting.
• A heart for service and a passion for building relationships that last.
• Prior experience working with mortgage clients.
• Spanish language skills preferred.
• A strong understanding of the homeownership journey.

Responsibilities

• Make timely outbound calls to customers at 30 days, 90 days, and 1 year after loan closing.
• At 30 days: Thank the customer, confirm satisfaction, and reinforce the loan officer’s commitment to long-term success.
• At 90 days: Check in to ensure all mortgage and home transition aspects are handled properly.
• At 1 year: Conduct a “Mortgage Checkup” to identify life changes, goals, or future needs.
• Document all customer interactions and feedback in our CRM system.
• Identify opportunities to re‑engage the original loan officer or refer to other internal specialists as needed.
• Assist with periodic customer appreciation campaigns and outreach initiatives.
• Serve as a brand ambassador for our company’s mission to create customers for life.

Skills

Verbal communication

Written communication

Interpersonal skills

Customer service

Inside sales

CRM proficiency

Organization

Spanish preference

Mortgage experience

Homeownership knowledge

Tools

CRM systems

Job description

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending – a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit.

Responsibilities

• Make timely outbound calls to customers at 30 days, 90 days, and 1-year after loan closing.
• At 30 days: Thank the customer, confirm their satisfaction, and reinforce the loan officer’s commitment to their long-term success.
• At 90 days: Check in to ensure all aspects of their mortgage and home transition have been handled properly.
• At 1 year: Conduct a “Mortgage Checkup” to identify any changes in life, goals, or potential future needs (refinance, move-up home, investment property, etc.).
• Document all customer interactions and feedback in our CRM system.
• Identify opportunities to re‑engage the original loan officer or refer to other internal specialists as needed.
• Assist with periodic customer appreciation campaigns and outreach initiatives.
• Serve as a brand ambassador for our company’s mission to create customers for life.

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal skills with a warm, empathetic approach.
• Proven experience in customer service, client relations, or inside sales (mortgage or financial services experience preferred).
• Highly organized and able to manage follow‑up tasks and documentation efficiently.
• Comfortable with CRM systems, call logs, and basic reporting.
• A heart for service and a passion for building relationships that last.
• Prior experience working with mortgage clients.
• Bilingual skills (Spanish especially preferred).
• A strong understanding of the homeownership journey.

Salary

The expected salary range for this position is between: $35,000.00 - $40,000.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Benefits

• Competitive pay
• Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE
• Retirement plan: 401(k) and Roth
• Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year
• Employee assistance program
• Excellent career growth opportunity
• Fun, team-focused working environment
• Employee driven community outreach program
• Relocation packages available

Application Deadline

The application window is anticipated to close on: April1,2026

Company Culture

We’re definitely not your average mortgage company. When you’re ready to grow your career AND your impact, we’re ready for you. We’re also one of the nation’s top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at www.movement.com. We are committed to being a Movement of Change in the mortgage industry, in corporate cultures and in communities – our mission to love and value people drives everything we do.