Client Services Coordinator

Client Services Coordinator – Remote – W‑2 or 1099.

TAG Lending Group, LLC.

TAG Lending Group is looking for a Client Services Coordinator who is passionate about delivering an exceptional customer experience. In this role, you'll serve as a primary point of contact for borrowers, Realtors, and business partners throughout the mortgage process, ensuring clear communication, timely follow-up, and outstanding service from application through closing.

If you enjoy building relationships, solving problems, and helping clients navigate the home financing process, we'd love to meet you.

• More Lending Power
• Access to 104+ investors
• Non-Delegated Correspondent Lender
• Pricing exceptions available
• Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, Commercial, Construction, Reverse, HELOC, and Private Lending
• Technology That Works
• Included for one low monthly technology fee:
  Hub Spot Enterprise CRM AI-powered automation
• Arive LOS
• Slack Pro Box Cloud
• Automated borrower and Realtor follow-up
• Marketing campaigns
• Smart workflows and dashboards
• Dedicated Support
• Same-day approvals available
• 14-day closings on qualified files
• Dedicated processing and operations
• Pre-underwriting assistance
• Contract-to-close support
• Marketing That Helps You Grow
• Realtor marketing support
• Weekly Realtor cheat sheets
• Automated email and text campaigns
• Social media support
• Weekly coaching and sales playbooks
• Proprietary Road Map to Home ownership system

• 180 BPS on self-generated loans (up to 225 BPS based on quarterly margin agreement)
• 100 BPS on company leads
• 70% of net on DSCR, Fix & Flip, and Commercial (up to 425 BPS)
• Transparent compensation with on-time payments

• Active NMLS License
• Minimum two years of mortgage experience
• Preferred production of $1M+ funded monthly
• Purchase-focused mindset
• Strong communication and follow-up skills
• Comfortable using CRM and mortgage technology
• Licensed States:
  Lender:
  Florida, Georgia, Michigan, New Mexico, Ohio, South Carolina, Tennessee, Texas;
  Broker:
  Connecticut, New Jersey, North Carolina (Pending), Pennsylvania

Most mortgage companies limit your options. TAG gives you access to 104+ investors, competitive pricing, AI-powered technology, and a team dedicated to helping you close more loans with less administrative work. Our platform combines the flexibility of a broker with the strength of a lender, giving you the tools to scale your business and deliver an exceptional experience to every borrower and Realtor.

• Massive Resources (VA, UW On Call)
• Direct Pricing Control:
  Eliminate the red tape
• We Don't Just Originate we Automate
• Hub Spot Certified with AI automation
• Competitive Pricing
• 100+ Investors
• Uncapped Commissions
• 401(k)