[Hiring] Client Relations Coordinator @Waymaker Mortgage Company

Role Description

Waymaker Mortgage Company is looking for a highly organized, motivated, and detail-oriented Loan Partner 1 (LP1) to join our growing team!

In this role, you'll work directly alongside our Loan Officer to manage incoming leads, coordinate appointments, maintain client relationships, and ensure no opportunity falls through the cracks. You'll serve as a key point of contact for prospective borrowers, clients, and referral partners, helping create a seamless experience from the very first conversation.

We're looking for someone who thrives in a fast-paced environment, communicates confidently, takes initiative, and finds satisfaction in making things happen. You should enjoy building relationships just as much as you enjoy creating structure, solving problems, and staying organized.

If you're someone who naturally stays one step ahead, takes ownership of your responsibilities, and wants to be part of a team that values excellence, growth, and meaningful relationships, we'd love to meet you!

The Loan Partner 1 (LP1) is responsible for managing the Loan Officer's lead pipeline, calendar, client communications, and database while providing exceptional administrative and operational support.

The LP1 plays a critical role in ensuring prospective borrowers receive timely communication, appointments are scheduled efficiently, and clients and referral partners feel informed and valued throughout their experience.

This position requires excellent communication skills, strong attention to detail, effective time management, and the ability to balance multiple priorities while maintaining a consistently high level of professionalism.

Qualifications

• High school diploma or equivalent.
• Ability to work full-time, a minimum of 40 hours per week.
• Excellent verbal and written communication skills, including confidence communicating with clients by phone, text, and email.
• Exceptional organizational skills and attention to detail.
• Strong time management skills with the ability to prioritize competing responsibilities.
• Comfortable initiating conversations, following up consistently, and guiding prospective clients toward next steps.
• Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.
• Ability to learn new software, technology, and internal processes quickly.
• Dependable, self-motivated, and capable of working independently with minimal supervision.
• Strong problem-solving skills and a proactive approach to completing tasks.
• Ability to remain professional, positive, and composed under pressure.
• Commitment to continuous learning, personal development, and team success.

Requirements

• Previous experience in the mortgage, lending, real estate, or financial services industry.
• Experience in an executive assistant, administrative support, client relations, or sales support position.
• Familiarity with mortgage loan applications and the general home financing process.
• Experience using CRM platforms and managing lead pipelines.
• Familiarity with Loan Origination Systems, particularly Arive.
• Experience coordinating calendars, managing client communications, and supporting a high-performing sales professional.
• Experience with GoHighLevel or similar CRM and marketing automation platforms.

Benefits

• Proactive: You don't wait to be told what needs to happen next. You anticipate needs and take initiative.
• Relationship-driven: You genuinely enjoy helping people and understand the importance of building trust.
• Detail-oriented: You take pride in accuracy, organization, and following through on commitments.
• Effective communicator: You can confidently guide conversations, ask thoughtful questions, and communicate clearly.
• Adaptable: You can shift priorities when needed without losing sight of the bigger picture.
• Accountable: You take ownership of your responsibilities and follow through on what you say you'll do.
• Growth mindset: You welcome feedback, seek improvement, and are eager to develop professionally.