What are the responsibilities and job description for the Client Partner - Hybrid Position position at Rehab Financial Group?
We’re seeking motivated, relationship-driven Client Partners to join our team. This role is ideal for individuals who excel at client engagement, communication, and project management. As a Client Partner, you’ll own the entire client journey from the first inquiry through loan closing and project completion ensuring that every investor receives a high-touch, professional experience.
Responsibilities
- Serve as the primary point of contact for clients throughout the loan lifecycle
- Manage all aspects of the client relationship, including:
- Closing loans and guiding clients through the process
- Coordinating with internal teams to ensure smooth disbursements and project execution
- Assisting with collections, when necessary
- Consistently engage with clients to maintain strong, trust-based relationships
- Meet activity-based performance expectations and KPIs
- Drive client satisfaction by securing 5-star reviews and fostering repeat business
What We’re Looking For
- Strong communication and relationship management skills
- Highly organized with the ability to manage multiple client projects at once
- A proactive, ownership-driven mindset
- Previous experience in lending, financial services, or real estate is a plus (but not required)
- Team-oriented, with a focus on long-term success over short-term gains
Compensation & Benefits
- Compensation: $65,000 base salary performance incentives
- Incentives:
- Monthly team bonuses tied to volume and revenue goals
- Annual discretionary bonus based on company performance
- Commission on self-sourced leads (verified)
- Opportunity for long-term career growth in a sustainable, client-focused environment
Requirements:
- 4-year college degree preferred but not required
- Must pass a background and credit check
Salary : $65,000