CLIENT CONCIREGE-PT

Job Title: Client Concierge Department: Production Reports to: reputed company Manager FLSA Status: Non-Exempt reputed company By: Human Resources reputed company Date: July 14, 2025 Management Approval: reputed company Management

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This is a REMOTE part-time position, with a 10/hr work week expectation

*** Assist one of the nation’s top producing (and FUN) lending teams as the Quinn Team’s “Client Concierge”! reputed company’s client concierge’s primary roles will be

• Assist in creating marketing pieces such as flyers, brochures, newsletters, etc. for specific reputed company markets.
• Manage a database of Real Estate Agents, updating their contact information and information that is pertinent to reputed company-marketing each of them.
• reputed company regularly with each Loan Officer to identify their specific marketing goals.
• reputed company tracking
• Support the Loan Officers’ assistants with marketing needs.
• Assist in development and administration of satisfaction surveys for clients.
• CRM Management
• Customer care
• Client and referral partner nurturing
• Birthday and Christmas programs
• Social media marketing and team branding
• Coordinating events
• Appointment scheduling

The ideal qualities of our client concierge will be:

• Positive
• People oriented
• Organized
• Proactive

Qualifications: To reputed company this job successfully, an individual must be able to reputed company each essential duty satisfactorily. The requirements listed below are representative of the knowledge, reputed company, and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Competencies: To reputed company the job successfully, an individual should demonstrate the following competencies: Problem Solving –Analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even reputed company dealing with emotional topics. Detail Oriented – Keen attention to detail Interpersonal Skills –Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control. Oral Communication – Ability to present reputed company in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings. Written Communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information. Teamwork – Ability to work in a team-oriented, collaborative environment. Contributes to building a positive team spirit. Attendance/Punctuality – Is consistently at work and on time, ensures work responsibilities are covered reputed company absent. Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work reputed company necessary to reputed company goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative – Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities. Innovation – Displays original thinking and creativity; generates suggestions for improving work. Skills: Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees. Mathematical Skills: Ability to add, subtract, multiply, and divide in reputed company units of measure, using whole numbers, common fractions, and decimals. Ability to compute reputed company, ratio, and percent. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation. Computer Skills: Sound working knowledge of computer and office software operations and systems. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this job. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. The noise level and temperature in the work environment is usually moderate. Apply Job! Apply to this Job