Client Relations Specialist

CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities. 

In the Client Relations Specialist role, you’ll be the initial point of contact for CapCenter prospects who are considering CapCenter’s suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry’s unique situation and financial goals, so that the most appropriate business unit can help them to the finish line. 

Here’s what you’ll need to know about the role, our team, and what it takes to succeed at CapCenter. 

You will  

In your first 30 days, you will: 

• Secure an NMLS license (we’ll sponsor it!) 
• Become a subject matter expert on our multiple service lines 
• Complete our introductory Consultative Sales training course 
• Get hands-on training in our CRM 

In your first 90 days, you will: 

• Convert sales qualified leads to our Refi, Purchase, and Real Estate teams.  
• Get exposure to our different lead channels and learn how to best drive quality business 
• Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching 
• Complete a self-assessment to build a blueprint for career progression at CapCenter 

You are 

• A critical thinker: we’re happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.  
• A communicator: most Americans buy less than five homes in their life – it's critical that you build trust, distill complex financial concepts simply, and listen actively. 
• Self-aware: you’re looking for an opportunity to develop your strengths and weaknesses 
• Driven to help others: you want to do good 
• Ambitious: you want to do well 
• A college graduate with a bachelor's degree 

We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. 

You’ll get 

• NMLS Certification 
• Competitive salary, variable pay & annual bonus 
• 401k (with matching!), health, dental, & vision 
• Training to learn the home-ownership experience back to front.  
• To participate in cross-functional collaboration that fosters lateral and vertical career growth 
• The opportunity to help people through one of the most stressful and important transactions of their lives.

Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.