Client Experience & Administrative Coordinator

Mortgage Marketing Animals

Client Experience & Administrative Coordinator

Palm Harbor, FL
Full Time
Paid
  • Responsibilities

    We are seeking a highly organized and outgoing Client Experience & Administrative Coordinator to join our team! This role is perfect for someone who thrives in a fast-paced environment, enjoys engaging with clients and the community, and excels at administrative support. The ideal candidate is solutions-oriented, adaptable, and tech-savvy, with experience in CRM systems, software administration, and Microsoft Excel. Responsibilities: • Answer incoming phone calls and provide exceptional customer service. • Create a welcoming and positive experience for clients and team members. • Support daily administrative and operational tasks to ensure smooth business operations. • Maintain and update CRM systems to track client interactions and support business processes. • Assist with software administration and troubleshooting to improve efficiency. • Utilize Microsoft Excel for data management, reporting, and tracking. • Facilitate and participate in Zoom meetings with confidence and professionalism. • Engage with the local community through outreach, networking, and events. • Work closely with team members to collaborate and drive company success. • Stay flexible and adaptable to shifting priorities and business needs. • Maintain organization and multitask effectively in a dynamic environment. • Identify and implement solutions to improve processes and client experiences. Qualifications: • Previous experience in an administrative or customer service role. • Proficiency in CRM systems and software administration. • Strong Microsoft Excel skills (spreadsheets, formulas, data entry). • Comfortable using Zoom and other virtual collaboration tools. • Excellent communication and interpersonal skills. • Highly organized with strong multitasking abilities. • Outgoing personality with a passion for client and community engagement. • Solutions-oriented mindset with a proactive approach to problem-solving. • Flexible and adaptable to changing business needs and priorities. • Team player who enjoys working in a collaborative environment. Compensation: $45,000

    • Answer incoming phone calls and provide exceptional customer service. • Create a welcoming and positive experience for clients and team members. • Support daily administrative and operational tasks to ensure smooth business operations. • Maintain and update CRM systems to track client interactions and support business processes. • Assist with software administration and troubleshooting to improve efficiency. • Utilize Microsoft Excel for data management, reporting, and tracking. • Facilitate and participate in Zoom meetings with confidence and professionalism. • Engage with the local community through outreach, networking, and events. • Work closely with team members to collaborate and drive company success. • Stay flexible and adaptable to shifting priorities and business needs. • Maintain organization and multitask effectively in a dynamic environment. • Identify and implement solutions to improve processes and client experiences.

  • Compensation
    $45,000 per year