Top 206 Mortgage customer success Jobs in Boston, Ma

Client Relationship Manager
HUB International —Rockland, MA
- $31.25 - $40.86 an hour
- Full-time
- Remote
- High school diploma or GED
- Organizational skills
- 1 year
- Paid parental leave
- Health savings account
10d
Appointment Scheduler
Kelly Jeep Chrysler —Lynnfield, MA
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- Office
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Property Administrator
CBRE —Boston, MA
- $30.00 - $31.25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
14d
Licensed Mortgage Loan Officer | Build Your Business & Team
Nextgen Mortgage —Boston, MA
- $85,000 - $215,000 a year
- Contract
- Hybrid work
- Customer service
- Mid-level
- Business development
Quick Apply
Learning Specialist
Salem Five Bank —Salem, MA
- $65,000 - $85,000 a year
- Bilingual
- Microsoft Excel
- Customer service
- Health savings account
- Health insurance
Quick Apply
Mortgage Loan Originator (Brockton Region)
North Easton Savings Bank —Brockton, MA
- $42,000 a year
- Full-time
- Marketing
- Writing skills
- Mid-level
14d
Branch Manager - Jamaica Plain, MA
JPMorganChase —Boston, MA
- $41.35 - $58.65 an hour
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Teller - Marlboro East, MA (On-Site)
First Technology Federal Credit Union —Marlborough, MA
- $20 an hour
- Email
- Bilingual
- Windows
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
2d
Mortgage Loan Officer
PNC Financial Services Group —Quincy, MA
- $37,440 a year
- Full-time
- Customer service
- Data analysis skills
- Mid-level
- Wellness program
- Health savings account
Centralized Processor- Client Advisory Team
HUB International —Wilmington, MA
- $19.85 - $34.60 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account
Appraiser
MassHousing —Boston, MA
- $103,312.74 - $134,306.46 a year
- Hybrid work
- Customer service
- 5 years
- Data analysis skills
- Paid holidays
- Disability insurance
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Boston, MA
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Mortgage Loan Officer Assistant
First Boston Powered by New American Funding —Woburn, MA
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
Quick Apply
2027 M&A Summer Associate (Boston)
Harris Williams & Co. —Boston, MA
- $175,000 a year
- Full-time
- Writing skills
- Office
- No degree
- Wellness program
- Health savings account
Retail Mortgage Loan Officer
BCU —Marlborough, MA
- $119,000 a year
- Full-time
- Computer literacy
- No experience needed
- Mid-level
Quick Apply
Citizens Banker
Citizens Financial Group —Dorchester, MA
- $25.00 - $31.25 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Premier Banker- Copley Sq
TD Bank —Boston, MA
- $27.75 - $41.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
Mortgage Loan Officer
Citizens Financial Group —Woburn, MA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Computer literacy
- Bachelor of Science
- Health insurance
- Dental insurance
Credit Solutions Advisor - Seaport Square
Bank of America —Boston, MA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Writing skills
- Mid-level
Sales & Service Agent
Metro Credit Union —Chelsea, MA
- $43,000 - $58,000 a year
- Rotating shift
- Hybrid work
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Quick Apply

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mortgage customer success jobs near boston, ma

Client Relationship Manager

HUB International -
Rockland, MA

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Job Details

Full-time
$31.25 - $40.86 an hour
10 days ago

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Managing customer accounts
Customer communication
Customer relationship building
Email customer support
High school diploma or GED
Managing clients in a customer support role
Customer relationship management
Coordinating with insurance clients
Customer support
Account management

Full Job Description

GENERAL DESCRIPTION (Summary, Scope, Purpose)

The primary function of this position is to serve as support to assigned existing lenders for day-to-day needs.

About HUB:

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients better. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Train/support all assigned lenders.
Provide daily support to assigned existing lenders.
Respond promptly and professionally to lender inquiries
Resolve service problems by clarifying the customer's complaint, determining the cause, and offering solutions.
Client relationship management.
Manage all details associated with a new lender at go live.
Follow up with customers to ensure resolution and satisfaction.
Collaborate with other departments to ensure customer needs are met.
Escalate complex issues to appropriate internal teams when necessary.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

1+ years of experience in lender-placed insurance, force-placed insurance, collateral protection insurance, or insurance tracking services
Direct experience working with lending institutions (banks, credit unions, or mortgage servicers) as clients
Customer service/support background
Outstanding written and oral communication skills, particularly in professional email correspondence
Excellent judgment and discretion with lenders and staff
Outstanding follow-up skills with timely response to lender needs
Capacity to manage multiple lender relationships and priorities simultaneously
Strong organizational skills and keen attention to detail
Ability to work independently in a remote environment
Problem-solving mindset with the ability to resolve issues independently and escalate when appropriate

LICENSING OR CERTIFICATION REQUIREMENTS

None required

BENEFITS

HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
FSA available
Dental plans through BCBSIL
Vision insurance through VSP
Employer paid Short Term Disability
5 Weeks of Paid Parental Leave
Employer paid Life Insurance – 2x your salary
401k -Company matching
10 paid Holidays
Floating Holidays and Personal days
Accrue Vacation and Sick time from day 1
Tuition Reimbursement

All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days.

PHYSICAL DEMANDS

Work Location:

Remote opportunity

Schedule:

Monday-Friday 8:00am-5:00pm CT with an hour lunch.

Working Conditions:

Frequent use of computer monitors, keyboard, and mouse
Extended viewing of multiple screens for seven or more hours a day.
Extended periods of sitting.

YOU WILL NEED

A safe home office or quiet workspace with high-speed and reliable internet connectivity

PAY RANGE:
Hiring Pay Range: $31.25 - $40.86 an hour

All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.

To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Apply Now

Refine Your Search

mortgage customer success jobs in boston, ma

Client Relationship Manager

Appointment Scheduler

Property Administrator

Licensed Mortgage Loan Officer | Build Your Business & Team

Learning Specialist

Mortgage Loan Originator (Brockton Region)

Branch Manager - Jamaica Plain, MA

Teller - Marlboro East, MA (On-Site)

Mortgage Loan Officer

Centralized Processor- Client Advisory Team

Appraiser

Sales Training Program – Reverse Mortgage Loan Officer

Mortgage Loan Officer Assistant

2027 M&A Summer Associate (Boston)

Retail Mortgage Loan Officer

Citizens Banker

Premier Banker- Copley Sq

Mortgage Loan Officer

Credit Solutions Advisor - Seaport Square

Sales & Service Agent

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