Mortgage Customer Retention Specialist


: $84,150.00 - $156,310.00 /year *

Employment Type

: Full-Time


: Real Estate

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Kforce has a client in search of a Mortgage Customer Retention Specialist in San Diego, CA. Key Tasks:
  • Providing Admin support to Originators
  • Inbound/outbound calls to targeted leads with the goal of setting up appointments
  • Build and manage database of potential contacts
  • Serve as a liaison between customers looking for purchase or refi information and/or already working with a loan officer; Tracking information in Salesforce
  • Schedule follow up reminders for calls in database
  • Memorize call scripts
  • Schedule appointments and confirm appointments
  • Reach out to customers on birthdays, establishing rapport

Job Requirements:


  • High School diploma or equivalent along with 1 year+ experience in a Mortgage lending related role
  • Strong sense of urgency
  • Passionate about delivering excellence in customer service
  • MS Office (Word, Excel, Outlook and PowerPoint), PDF software programs, Salesforce
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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