Mortgage Customer Service Client Coordinator

WizeHire, Inc; Tampa (FL); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health benefits

PTO

401(k)

Job summary

Metroplex Mortgage Services is seeking a Mortgage Client Intake Coordinator to help prospective homebuyers begin the mortgage process and ensure every client receives exceptional service from first contact.

This full-time, in-office position in Tampa focuses on client communication, lead follow-up, appointment coordination, document collection, and assisting borrowers as they take the next steps toward homeownership.

Qualifications

• Experience in customer service, banking, real estate, title, mortgage lending, administrative support, or client relations.

Responsibilities

• Manage client communication throughout the mortgage process.
• Follow up on leads and coordinate appointments.
• Collect and organize required documents from borrowers.
• Assist borrowers as they move toward homeownership.
• Note: not a cold-calling role; inquiries come from marketing efforts, referral partners, repeat clients, or existing business relationships.

Skills

Customer service

Relationship building

Communication skills

Tools

CRM software

Job description

Metroplex Mortgage Services is seeking a Mortgage Client Intake Coordinator to help prospective homebuyers begin the mortgage process and ensure every client receives exceptional service from first contact.

This position is ideal for candidates with experience in customer service, banking, real estate, title, mortgage lending, administrative support, or client relations who enjoy helping people and building relationships.

The role focuses on client communication, lead follow-up, appointment coordination, document collection, and assisting borrowers as they take the next steps toward homeownership.

All inquiries originate from company marketing efforts, referral partners, repeat clients, or existing business relationships. This is not a cold-calling position.

We provide mortgage-specific training and opportunities for long-term career growth within the organization.

Successful team members may advance into Loan Partner, Loan Officer Assistant, Processing, Operations Management, Production, Training, or Leadership roles based on performance, aptitude, and career goals.

This is a full-time, in-office position located at our Tampa office. Health benefits, PTO, and a 401(k) are provided.