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Mortgage Client Success Manager

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Diversified Funding Group, USA
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
  • Sales
    CRM Systems & Management
Salary/Wage Range or Industry Benchmark: 47000 - 57000 USD Yearly USD 47000.00 57000.00 YEAR
Job Description & How to Apply Below

Diversified Funding Group, USA seeks an experienced mortgage professional to join as Mortgage Database Manager / Client Relationship Manager. This role centers on proactive phone outreach, building long-term client relationships, and uncovering opportunities within our client, prospect, and referral‑partner databases.

You will maintain the CRM, follow up with past clients and pre‑approved borrowers, and help identify refinance opportunities while delivering exceptional service before, during,

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