United Wholesale Mortgage · 1 day ago
Client Experience Coach
United Wholesale Mortgage is focused on making the dream of home ownership possible for more Americans. The Client Experience Coach role involves mentoring team members who interact with clients, providing feedback and training to enhance their skills and ensure positive client experiences.
FinanceFinancial ServicesMortgage
Responsibilities
Listening to call clips with team members, and giving verbal and written feedback
Side-by-side live coaching
Preparing formal feedback for leaders and the Client Service team
Logging organized and detailed feedback for each coaching session
Facilitating in Client Service training sessions
Scheduling coaching sessions with team members
Assigning classroom-based instruction to team members who require additional training
Qualification
Required
High school diploma or equivalent
Must have experience in leadership, management and call quality
Must have at least two years' client experience
Self-motivated with a strong work ethic
Comfortable in a fast-moving environment
Ability to multitask and adapt
Positive attitude and willingness to learn
Onsite, full-time attendance
Prepare to conduct 15-20 Coaching Sessions Per Day
Comfortable traveling between all uwm buildings to conduct coaching sessions
Benefits
Paid Time Off (PTO) after just 30 days
Additional parental and maternity leave benefits after 12 months
Adoption reimbursement program
Paid volunteer hours
Paid training and career development
Medical, dental, vision and life insurance
401k with employer match
Mortgage discount and area business discounts
Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court
Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon
Gourmet cafeteria featuring homemade breakfast and lunch
Convenience store featuring healthy grab-and-go snacks
In-house Starbucks and Dunkin
Indoor/outdoor café with Wi-Fi
Company
United Wholesale Mortgage
United Wholesale Mortgage is a wholesale mortgage lender.
Funding
Current Stage
Public CompanyTotal Funding
$2.3BKey Investors
The Gores Group
2025-09-09Post Ipo Debt· $1B
2024-12-05Post Ipo Debt· $800M
2021-01-22IPO
Recent News
HousingWire.com
2026-01-07
HousingWire.com
2026-01-06
2025-12-18
Company data provided by crunchbase