Part-Time | Remote | Monday to Friday, 10:00 a.m.–2:00 p.m. ET

We are looking for an experienced Client Relationship Manager to support a Canadian Mortgage Agent by reconnecting with past clients and prospects, strengthening relationships, and identifying new mortgage opportunities within an established database. You will proactively contact clients, conduct friendly check-in calls, identify their current or upcoming mortgage needs, and book mortgage review appointments directly with the Mortgage Agent.

This is not a high-pressure cold-calling position. The ideal candidate is personable, professional, confident on the phone, and skilled at building trust through natural conversations and consistent follow-up.

Key Responsibilities

Proactively call and reconnect with past clients and existing prospects
Conduct friendly check-in conversations to understand clients current and future mortgage needs
Identify opportunities involving renewals, refinances, purchases, investment properties, debt consolidation, and other financing needs
Book qualified mortgage review appointments directly into the Mortgage Agent's calendar
Re-engage contacts who have not been contacted recently
Follow up consistently with clients who express future interest
Ask thoughtful questions to uncover changes in clients circumstances
Maintain an organized follow-up schedule so opportunities do not fall through the cracks
Update client records, conversation notes, outcomes, and next steps accurately
Track contacts, tasks, and follow-up activities using the company's systems
Maintain a consistent daily outreach volume
Coordinate appointments and qualified opportunities with the Mortgage Agent
Provide regular updates on conversations, appointments booked, opportunities identified, and client feedback
Assist with other client relationship and follow-up activities as required

What We're Looking For

Proven experience in client outreach, relationship management, inside sales, customer success, appointment setting, or a similar phone-based roleStrong outbound calling experience
Excellent spoken and written English
A confident, friendly, and professional phone presence
Ability to build rapport quickly and have natural, relationship-focused conversations
Strong listening, questioning, and opportunity-identification skills
Ability to uncover opportunities without using an aggressive sales approach
Strong follow-up habits and attention to detail
Experience maintaining accurate client records and notes
Highly organized and able to manage a large database of contacts and follow-ups
Self-motivated and comfortable working independently
Reliable and consistent with daily outreach
Available Monday to Friday from 10:00 a.m. to 2:00 p.m. Eastern Time

Preferred Experience

Previous experience in mortgages, banking, lending, real estate, insurance, or financial services
Experience working with Canadian or North American clients
Familiarity with mortgage renewals, refinances, purchases, investment properties,
and general mortgage terminology
Previous experience supporting a Mortgage Agent, Mortgage Broker, or mortgage brokerage
Experience using Google Workspace, including Gmail, Google Calendar, Google Drive, Docs, and Sheets
Experience using Trello to manage contacts, tasks, and follow-ups
Experience working with CRM systems

The Ideal Candidate

You enjoy speaking with people and are naturally skilled at building relationships.
You understand that every conversation does not need to result in an immediate sale. Instead, you know how to reconnect with clients, ask thoughtful questions, understand their current situation, and recognize when the Mortgage Agent may be able to help.
You are comfortable making outbound calls every day, following up consistently, and maintaining detailed records. You take ownership of your work and ensure that no appointment, follow-up, or potential opportunity is overlooked.

Client Relationship Manager Mortgage Agent