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Red Ventures · 3 days ago

Client Experience Specialist- Marketing | Sage Home Loans

Charlotte, NC

Full-time

Hybrid

New Grad, Entry Level

$28/hr - $33/hr

Red Ventures is a company that operates Sage Home Loans, a digital mortgage lender solution. The Client Experience Specialist will support clients throughout the mortgage process, ensuring they feel heard and valued, while managing client reviews and collaborating with various teams to enhance the overall client experience.

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Responsibilities

Monitor and manage client reviews across platforms such as Google Business, Trustpilot, Zillow, BBB, and others, ensuring responses are timely, accurate, and aligned with Sage’s brand voice

Serve as a client-facing representative by making and receiving calls to address concerns, provide clarity, and reinforce a positive end-to-end mortgage experience

Act as the primary point of contact for escalations, delivering empathetic, fast, and effective resolution while upholding compliance and client-first standards

Identify patterns in client sentiment and feedback; track themes, analyze trends, and report insights to Marketing, Sales, and Operations to drive continuous improvement

Partner cross-functionally to bridge communication between mortgage teams and brand/marketing efforts, ensuring consistency in messaging and service

Proactively connect with clients post-closing to gather feedback, confirm satisfaction, and resolve lingering questions

Document all client interactions, trends, and learnings in clear, actionable formats for internal partners

Contribute to internal meetings by sharing reputation insights, emerging issues, and opportunities to elevate the client experience

Qualification

Reputation managementMortgage process knowledgeVerbal communicationWritten communicationAnalytical mindsetExcelReview platformsCollaboration skillsOrganizational skillsProblem-solving

Required

Experience in reputation management, brand communications, or public response drafting

Solid understanding of the mortgage process and common client touchpoints, ideally with previous experience in lending, processing, or client-facing mortgage roles

Strong verbal and written communication skills with the ability to deliver clear, empathetic, and brand-aligned messaging across phone and digital channels

Proven collaboration skills and a team-first mindset; comfortable partnering across Marketing, Sales, Operations, and CX

Ability to succeed independently in a fast-paced, remote or hybrid environment while maintaining accountability and responsiveness

Strong organizational skills with the ability to manage multiple feedback channels, calls, and tasks simultaneously

Analytical mindset with comfort identifying trends, root causes, and opportunities for improvement in client sentiment data

Proficiency with reporting tools such as Excel or Google Sheets to track review volume, performance metrics, and sentiment trends

Intellectual curiosity, proactive problem-solving, and a natural desire to understand client motivations and improve their experience

Preferred

Familiarity with public review platforms (Google Business, Trustpilot, Zillow, BBB), or willingness to learn

Benefits

Health Insurance Coverage (medical, dental, and vision)

Life Insurance

Short and Long-Term Disability Insurance

Flexible Spending Accounts

Paid Time Off

Holiday Pay

401(k) with match

Employee Assistance Program

Paid Parental Bonding Benefit Program

Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That’s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.