Client Relationship Coordinator (Mortgage Industry)

Support a busy mortgage professional by nurturing client relationships, conducting proactive outreach, scheduling mortgage review appointments, and identifying new opportunities within an existing client database. This role combines relationship-building, appointment setting, and administrative support in a professional financial services environment.

Remote

Canada

EST

Contract

20 hrs/week

About This Role

We are seeking a highly professional and personable Client Relationship Coordinator to support a growing mortgage business. This role is focused on strengthening existing client relationships, conducting proactive outreach, uncovering mortgage-related opportunities, and booking qualified appointments for the mortgage agent.

This is not a cold-calling role. You will be contacting existing clients and warm prospects to schedule annual mortgage reviews, maintain engag...