LendingOne · 2 months ago
Customer Experience Coordinator
Boca Raton, FL
Full-time
Onsite
Entry Level
2+ years expLendingOne is a private lender specializing in business-purpose mortgage loans for real estate investors. They are seeking a Customer Experience Coordinator to serve as a key liaison between clients and internal teams, ensuring a smooth loan process through excellent communication and coordination.
Financial ServicesFinTechReal Estate
Responsibilities
At the heart of this role is unwavering client support—answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way
Serve as the primary point of contact for assigned clients—ensuring consistent, proactive communication and delivering updates that inspire confidence
Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track
Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency
Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details
Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving
Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding
Advocate for the client internally—flagging challenges early and helping the team craft solutions with speed and accuracy
Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency
Qualification
Required
2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services
Exceptional communication and follow-up skills—you write and speak clearly, with empathy and purpose
High attention to detail with a “nothing slips through the cracks” mindset
Proven ability to multitask and prioritize in a fast-paced, high-volume environment
Positive energy, collaborative spirit, and a customer-first attitude
Strong computer proficiency and a willingness to learn new systems
A true sense of urgency—because our clients depend on us to move fast and get it right
Benefits
Full medical, dental, and vision benefits
Company-matching 401(k) plan
Paid time off and 10 company-paid holidays
Work-from-home Fridays
Career development, training, and internal promotion opportunities
Team-building events, company lunches, and swag
Collaborative, inclusive, and fun workplace culture
Company
LendingOne
LendingOne is one of the nation’s leading direct lenders for real estate investors—from individual operators to institutional firms.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matthew Neisser
CEO / Co-Founder
Joe Hullinger
Executive Vice President
Recent News
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