Mortgage Client Relationship Manager

Diversified Funding Group, USA, is looking for an experienced, energetic mortgage professional to join our team as a Mortgage Database Manager / Client Relationship Manager. This is not a traditional administrative database position. Your primary responsibility will be getting on the phone, building relationships, following up consistently, and uncovering opportunities within the client, prospect, and referral‑partner database. This position could be an excellent fit for a Loan Officer who enjoys the mortgage business but does not want to generate their own leads, or someone with experience as a Loan Officer Assistant, Loan Partner, Pre‑Approval Specialist, Processor, Inside Sales Representative, Real Estate Agent, Title Professional, or similar client‑facing role.

At Diversified Funding Group, we believe the relationship with a borrower does not end at the closing table. Our goal is to become clients' "resource for life." We stay connected after closing, answer questions, help clients plan for future purchases and projects, and make sure they know when a refinance or other mortgage opportunity could benefit them.

• Make daily outbound calls to past clients, pre‑approved borrowers, prospects, and leads
• Maintain consistent contact with our existing client database
• Follow up with clients who have previously expressed interest in purchasing or refinancing
• Reactivate past clients, prospects, and leads that have gone cold
• Identify potential refinance opportunities
• Speak with homeowners about their current mortgage and future financial or real‑estate plans
• Follow up with pre‑approved borrowers who are actively or potentially looking to purchase a home
• Ask the right questions to uncover mortgage needs and future opportunities
• Build trust and long‑term relationships through consistent, professional communication
• Schedule appointments and connect qualified opportunities with the appropriate mortgage professional
• Conduct outreach to Realtors and potential new referral partners
• Develop and maintain relationships with new and existing referral partners
• Maintain detailed and accurate notes, tasks, and follow‑up dates in our CRM
• Ensure opportunities do not fall through the cracks by following up consistently
• Learn and stay current on mortgage products, terminology, processes, and guidelines
• Help deliver an exceptional client experience before, during, and long after closing

• What We’re Looking For:
• We are looking for someone who is confident, personable, persistent, organized, and comfortable spending a significant portion of the day on the phone
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• The ideal candidate:
  Has experience as a Loan Officer, Loan Officer Assistant, Loan Partner, Pre-Approval Specialist, Loan Processor, Real Estate Agent, Title Professional, Inside Sales Representative, or similar role
• Has mortgage industry experience or a strong understanding of the mortgage and real estate process
• Is comfortable making a high volume of outbound phone calls
• Enjoys talking to people and building genuine relationships
• Is comfortable reconnecting with past clients and prospects
• Is comfortable reaching out to Realtors and developing relationships with potential referral partners
• Has strong follow-up skills and understands that opportunities often require multiple conversations
• Is highly organized and comfortable working within a CRM/database
• Has excellent verbal and written communication skills
• Is energetic, positive, professional, and personable
• Has a proven commitment to exceptional customer service
• Is highly motivated, detail-oriented, and accountable
• Takes ownership of responsibilities and follows through
• Wants to build a long-term career in the mortgage industry

Compensation: $52,000+

Compensation: $52,000 per year