Client Experience Specialist

Job Description

REQUIREMENTS

RESPONSIBILITIES

Client Engagement & Retention

• Maintain regular communication with active clients to ensure satisfaction and continuity
• Re-engage inactive or unresponsive clients to revive relationships and uncover opportunities
• Serve as a reliable, professional point of contact for client needs

Deal & Lender Coordination

• Communicate with financing partners (lenders) to support deal flow and resolve issues
• Help ensure smooth coordination between clients, lenders, and JLFC

CRM & Data Management

• Enter and maintain all lease transactions accurately in the CRM
• Keep detailed notes, track activity, and ensure nothing falls through the cracks

Follow-Through & Accountability

• Track open opportunities and ensure consistent follow-up
• Support movement of deals by keeping communication active and organized

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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