Client Concierge Manager
3 weeks ago
The Client Concierge Manager is a key role at HMA Mortgage, responsible for delivering exceptional client experiences and driving business growth. This role requires a unique blend of client management, marketing, event coordination, and social media engagement skills.
Key Responsibilities:
- Serve as the primary point of contact for new and existing clients, ensuring a welcoming first impression.
- Handle client inquiries, follow-ups, and relationship building with a focus on exceptional service.
- Convert leads into mortgage applications through effective communication and relationship building.
- Collaborate with the team and Branch Manager to develop and execute marketing strategies to promote HMA Mortgage's brand and services.
- Assist in preparing and distributing marketing materials, including customer mailers, social media content creation, and live events.
- Plan, organize, and promote events to enhance HMA Mortgage's brand and create memorable experiences for customers and partners.
- Manage social media platforms, posting engaging content to enhance brand visibility.
- Oversee the preparation and distribution of client appreciation items, such as gift cards and handwritten thank-you cards.
- Perform general office management duties.
Requirements:
- Excellent communication and interpersonal skills.
- Proven experience in client relations, marketing, event coordination, and social media management.
- Detailed and organized.
- Proficient with CRM software, social media platforms, and marketing tools.
- Experience in mortgage a plus.
- Experience in Canva and graphic design a plus.
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