Sales Concierge Coordinator (Santa Clara)

Our client, a major national nonprofit focused on impact finance and advisory services, is seeking a Sales Concierge Coordinator to support its Home Loan Mortgage team and deliver an exceptional member experience. The Sales Concierge Coordinator plays a key role in supporting the Home Loan Mortgage queue and delivering an exceptional member experience. This individual will assist Mortgage Loan Originators (MLOs) with non-licensed activities while serving as a trusted member advocate aligned with our core values.

**Please note this is a remote, 6-month contract role based in San Francisco, CA. Pay will be $24/hr.**

Key Responsibilities: Independently manage and support the mortgage queue to ensure timely response to member inquiries Utilize the mortgage origination system to review files and address member questions Clearly and professionally communicate with members while representing company culture across all channels Schedule appointments for Mortgage Loan Originators Transfer calls to the appropriate department or channel when needed Handle complex or sensitive member situations with professionalism and care Support compliance initiatives and adhere to regulatory standards Proactively identify operational issues, escalate concerns, and recommend solutions Deliver a consistently exceptional member experience Perform additional duties as assigned

Qualifications: 2+ years of customer service experience Strong written and verbal communication skills with the ability to communicate clearly and concisely across all levels Ability to work independently with minimal supervision Professional demeanor and strong work ethic Experience in mortgage, consumer credit, or consumer lending preferred NMLS license preferred but not required Strong understanding of regulatory compliance Collaborative mindset with the ability to partner cross-functionally Adaptability and the ability to implement new processes and procedures efficiently Passion for delivering an outstanding member experience

Schedule Requirement This role requires availability: Monday – Friday:

Between 8:00 AM – 8:00 PM ET (with a primary focus on later shifts) Weekends:

10:00 AM – 3:00 PM ET, one Saturday or Sunday per month

Please submit your resume for consideration

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