Client Relationship Manager
The Mortgage Source, LLC
Posted ago
The Mortgage Source, LLC

We are looking for a dynamic and outgoing Client Relationship Manager to take our company to the next level.

The goal of this position is to generate opportunities for new business relationships and enhance affiliations with our current and past referral partners and clients. The potential candidate should possess excellent communication skills, an inherent passion for developing relationships, and a strong knowledge of the company.

This job pays a great salary with opportunities for bonuses. We offer health insurance and 401K for benefits.


  • Management of the CRM
  • Inside Sales
  • Setting appointments
  • Outbound calls to clients and referral partners
  • Heavy phone work
  • Social media
  • Videos
  • Client reviews
  • Marketing
  • Monthly newsletter
  • Quarterly mailers


  • Excellent phone skills
  • Friendly
  • Able to follow scripting
  • Organized
  • Tech-minded
  • Social Media experience
  • Excel
  • PowerPoint
  • Outlook
  • Word

$50,000 - $70,000
About The Mortgage Source, LLC

We built our mortgage business from the ground-up, consistently surpassing customer and agents expectations with clear and reliable communication and our "No Bureaucracy" approach to the mortgage process. Our team is local, friendly, and nimble, and we have more than a decade of experience crafting custom, structured loans. With The Mortgage Source, you can expect a hassle-free experience, with a clean approval, better rates, and low closing costs.

We take great pride in our "No Bureaucracy" mortgage process and believe in cutting through red tape for our clients. Not only is The Mortgage Source an agent's source for a better mortgage process, but it's also YOUR source for a better mortgage.

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