Customer for Life Associate

Job description

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending – a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. Responsibilities: Qualifications: - 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...