Client Experience Coach jobs in United States
cer-icon
Apply on Employer Site
company-logo

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

Call quality managementClient experienceLeadership experienceCoaching skillsMultitasking abilityPositive attitudeSelf-motivatedAdaptability

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

twittertwittertwitter
company-logo
United Wholesale Mortgage is a wholesale mortgage lender.

Funding

Current Stage
Public Company
Total Funding
$2.3B
Key Investors
The Gores Group
2025-09-09Post Ipo Debt· $1B
2024-12-05Post Ipo Debt· $800M
2021-01-22IPO

Leadership Team

leader-logo
Martim Schnack
VP, IT Enablement
linkedin
Company data provided by crunchbase