Remote Mortgage Client Acquisition Specialist

Kind Lending | NMLS #3925; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Kind Lending is seeking a Client Acquisition Specialist in Scottsdale to drive new and existing business through broker inquiries, account renewals, and CRM-driven outreach. You will partner with brokers to grow market share and profitability while upholding Kind Lending policies and service standards.

The role requires mortgage knowledge, strong communication, and the ability to work remotely within a collaborative team.

Qualifications

• Mortgage knowledge of FNMA/FHLMC and FHA/VA programs.
• Excellent verbal, written, and interpersonal communications.
• Must be detail-oriented, organized, and disciplined.

Responsibilities

• Solicit and cultivate new and existing clients on Kind.
• Drive sales strategies and disciplines to maximize production opportunity and retention of partners within designated territory.
• Responsible for managing the weekly suspended client report.
• Outbound calls.
• Follow ups.
• CRM management.
• Introduce new clients to the KWIKIE portal.
• Prepare warm handoff to outside AE.
• Client ready to do business.
• Maintain acceptable performance metrics as determined by Kind Lending.
• Disciplined relationship management of opportunity accounts with a focus on account activity, wallet share, and market-share metrics.
• Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly.
• Have fluency of industry knowledge and enhance your expertise through training, industry publications, lending bulletins.
• Be a subject matter expert on Kind Lending policies, procedures, products, and technology.
• Proposition and present our process, product, and technology platforms.
• Provide excellent service through disciplined follow-up and guidance to our Broker Partners.
• Coverage for vacant territory(s) on temporary basis when backfilling a sales team member.

Skills

Networking

Communication

Detail-oriented

Fast learner

Remote work

Education

High School Diploma or equivalent

Job description

Kind Lending is seeking a Client Acquisition Specialist in Scottsdale to drive new and existing business through broker inquiries, account renewals, and CRM-driven outreach. You will partner with brokers to grow market share and profitability while upholding Kind Lending policies and service standards.

The role requires mortgage knowledge, strong communication, and the ability to work remotely within a collaborative team.