Movement Mortgage · 4 weeks ago
Customer for Life Associate
Indian Land, South Carolina
Full-time
Onsite
New Grad, Entry Level
$35K/yr - $40K/yrMovement Mortgage is a company that defines itself as an Impact Lender, focusing on making a difference in the communities it serves. They are seeking a Customer for Life Associate who will engage with customers at various stages post-loan closure to ensure satisfaction and reinforce long-term relationships.
FinanceFinancial ServicesMortgageReal Estate
Responsibilities
Make timely outbound calls to customers at 30 days, 90 days, and 1-year after loan closing
At 30 days: Thank the customer, confirm their satisfaction, and reinforce the loan officer’s commitment to their long-term success
At 90 days: Check in to ensure all aspects of their mortgage and home transition have been handled properly
At 1 year: Conduct a “Mortgage Checkup” to identify any changes in life, goals, or potential future needs (refinance, move-up home, investment property, etc.)
Document all customer interactions and feedback in our CRM system
Identify opportunities to re-engage the original loan officer or refer to other internal specialists as needed
Assist with periodic customer appreciation campaigns and outreach initiatives
Serve as a brand ambassador for our company’s mission to create customers for life
Qualification
Required
Excellent verbal and written communication skills
Strong interpersonal skills with a warm, empathetic approach
Highly organized and able to manage follow-up tasks and documentation efficiently
Comfortable with CRM systems, call logs, and basic reporting
A heart for service and a passion for building relationships that last
A strong understanding of the homeownership journey
Preferred
Proven experience in customer service, client relations, or inside sales (mortgage or financial services experience preferred)
Bilingual skills (Spanish especially preferred)
Prior experience working with mortgage clients
Benefits
Competitive pay
Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE
Retirement plan: 401(k) and Roth
Paid Time Off: 16 days front loaded. Prorated based on the start date month
11.5 paid holidays per year
Employee assistance program
Excellent career growth opportunity
Fun, team-focused working environment
Employee driven community outreach program
Relocation packages available
Company
Movement Mortgage
Movement Mortgage is a financial service provider company.
Founded in 2008
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Casey Crawford
Co-Founder & CEO
Lyra Waggoner
Chief Operating Officer
Recent News
HousingWire.com
2025-12-18
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