Client & Operations Coordinator

🔑Client Experience & Operations Coordinator

Centennial Lending Group (CLG), a division of Success Mortgage Partners

We are looking for a highly organized, proactive, detail-driven professional to support a fast-paced, high-producing mortgage team.

This role is critical to our client experience, referral partner communication, internal operations, and executive support. If you thrive in structure, love keeping things moving, and take pride in excellence — keep reading.

The Client Experience & Operations Coordinator ensures smooth daily workflow across borrower communication, referral partner engagement, gifting logistics, scheduling, reporting, and executive support.

This is not an entry-level “assistant” role. This is an ownership role. The right person will take initiative, anticipate needs, and keep both clients and leadership fully supported.

• Update Airtable daily to track client data, referral sources, pipeline stages, loan types, closing dates, and gifting
• Prepare and send approval letters, workbooks, and home buying passports to newly approved borrowers
• Send initial disclosures as needed
• Manage all client and referral gifting including pre-approval and partner appreciation gifts
• Package and ship borrower gifts to ensure timely delivery
• Conduct outbound outreach to prospects, past clients, and realtors via call, text, and email
• Schedule borrower meetings
• Print daily schedules for leadership
• Coordinate internal scheduling between CLG and SMP team members
• Assist with refinance documentation and file copying
• Support additional team projects as assigned
• Order and restock office supplies and snacks
• Maintain office organization including conference room reset
• Coordinate and send new hire welcome gifts
• Send birthday cards to CLG and SMP team members
• Answer incoming main office calls and route appropriately
• Schedule meetings for executive leadership
• Send weekly Thursday realtor updates for all active purchase files

• Review and organize monthly AMEX charges and receipts for accounting
• Update monthly loan officer production numbers and send progress trackers
• Prepare detailed travel packets before conferences including agendas, flights, and hotel confirmations
• Conference and travel coordination
• Executive meeting scheduling and follow-ups
• Industry announcement coordination
• Birthday and milestone recognition

You are:

• Extremely organized
• Comfortable in a fast-paced, high-performance environment
• Professional on the phone and in writing
• Proactive, not reactive
• Comfortable managing gifting logistics and executive scheduling
• Tech-savvy and comfortable learning new systems

Experience in mortgage, real estate, or financial services is preferred but not required.

• Direct exposure to executive leadership
• Growth opportunity within a nationally recognized mortgage platform
• Involvement in high-level sales, coaching, and brand initiatives
• A culture that values excellence, accountability, and service

If you are someone who loves structure, thrives in responsibility, and wants to be part of a high-impact team — we want to hear from you.

📩 Send resume and short introduction explaining why you’re the right fit.