CLIENT CONCIREGE-PT

Job Title: Client Concierge

Department: Production

Reports to: Branch Manager

FLSA Status: Non-Exempt

Prepared By: Human Resources

Prepared Date: July 14, 2025

Management Approval: Branch Management
• ****This is a REMOTE part-time position, with a 10/hr work week expectation *****

Assist one of the nation’s top producing (and FUN) lending teams as the Quinn Team’s “Client Concierge”! Our team’s client concierge’s primary roles will be
• Assist in creating marketing pieces such as flyers, brochures, newsletters, etc. for specific target markets.
• Manage a database of Real Estate Agents, updating their contact information and information that is pertinent to target-marketing each of them.
• Interface regularly with each Loan Officer to identify their specific marketing goals.
• Lead tracking
• Support the Loan Officers’ assistants with marketing needs.
• Assist in development and administration of satisfaction surveys for clients.
• CRM Management
• Customer care
• Client and referral partner nurturing
• Birthday and Christmas programs
• Social media marketing and team branding
• Coordinating events
• Appointment scheduling

The ideal qualities of our client concierge will be:
• Positive
• People oriented
• Organized
• Proactive

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies: To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving –Analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Detail Oriented – Keen attention to detail

Interpersonal Skills –Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control.

Oral Communication – Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

Written Communication – Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.

Teamwork – Ability to work in a team-oriented, collaborative environment. Contributes to building a positive team spirit.

Attendance/Punctuality – Is consistently at work and on time, ensures work responsibilities are covered when absent.

Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.

Initiative – Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.

Innovation – Displays original thinking and creativity; generates suggestions for improving work.

Skills:

Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.

Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.

Computer Skills: Sound working knowledge of computer and office software operations and systems.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level and temperature in the work environment is usually moderate.

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