Client Experience Coordinator

Posted 3 Days Ago
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Boca Raton, FL, USA
In-Office
Junior
Financial Services
The Role
Serve as the primary client liaison throughout the loan process: provide proactive, high-touch support; coordinate internal teams; manage loan pipelines; track milestones; review files for completeness and compliance; and keep detailed documentation to ensure timely funding.
Summary Generated by Built In

At LendingOne, we don’t just lend capital—we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we’ve funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel’s Top Workplaces—four years running!

As a direct private lender—not a broker, not a bank—we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing.

Our mission is powered by our values:

  • Speed & Ease – We simplify lending so clients can move fast and seize opportunities.
  • Solutions Driven – We solve problems, not just process paperwork.
  • Loyal Partners – We build trust, not just transactions.
  • Authentic Experience – We stay real, reliable, and respectful—always.

We’re a fully funded, full-service lending partner—and we’re growing fast.

The Opportunity:

If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you’ll love this role. As a Client Experience Coordinator, you’ll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish.

This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence.

This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL.

What You’ll Do:
  • 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.

Requirements
  • 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

Why LendingOne:

  • Competitive base salary and incentive structure
  • 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

LendingOne is proud to be an Equal Opportunity Employer. We’re committed to building a diverse and inclusive workforce where everyone belongs.

Skills Required

  • 2+ years in a professional or customer-facing role
  • Experience in real estate, lending, operations, or client services
  • Exceptional written and verbal communication and follow-up skills
  • 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 willingness to learn new systems
  • Sense of urgency and ownership to move processes quickly and accurately
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The Company
HQ: Boca Raton, FL
103 Employees
Year Founded: 2014

What We Do

LendingOne is a direct private lender for Real Estate professionals. We offer long-term rental financing, SFR portfolio loans, SFR aggregation facilities, Fix/Flip, Multifamily, and new construction financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently and help you grow your business. LendingOne uses our own capital, an easy online application and our extensive real estate experience to provide quick and reliable funding for our clients. Our experienced management team truly understands the real estate business and has taken an investor-friendly approach to the lending business. We are self-funded, allowing us to move quickly and finance your project using 100% of our own capital. With our proprietary technology, we have streamlined the real estate lending process. At the click of a button, you can be pre-qualified for our competitive rates. Pre-Qualify online 24 hours a day, seven days a week and we will get you to the closing table in as little as ten days. https://app.lendingone.com/ (888) 987-1276

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