RESIDENTIAL VALUATION SERVICES- CLIENT RELATIONS COORDINATOR

BETHESDA, MD | ONSITE OR REMOTE | FULL TIME

At a Glance:

Salary:

$50-60K yr

Job Type:

Full Time

9 AM-6 PM OR 10 AM-7 PM EST 

Work Location:

Onsite Bethesda, MD  or Remote

Years of Experience:

0-5 years

Ideal Candidate

The ideal candidate for the Client Relations Coordinator role at Temple View Capital is a motivated, organized self-starter with a strong attention to detail and excellent communication skills. You will have the ability to manage a personal pipeline independently, exercise sound judgment, and work under time-sensitive deadlines. Previous experience in residential real estate, appraisals/valuations, or mortgage processing is a plus, but not required. You should be comfortable learning new technologies, adhering to regulatory requirements, and collaborating with various departments to ensure accurate and timely appraisal and valuation processes. A Bachelor's degree in Business, Accounting, Marketing, Finance, or an equivalent combination of education and experience is preferred.

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Job Summary

As a Client Relations Coordinator at Temple View Capital (TVC), you will play a pivotal role in managing residential real estate appraisal/valuation orders and ensuring the quality control of these processes. You will be responsible for coordinating appraisal orders through TVC’s Mercury Network system, reviewing quality control reports, managing relationships with appraisal management companies and vendors, and supporting the valuations team. Your duties will also include configuring the Mercury platform, initiating and tracking orders, reviewing appraisal reports, and conducting internal trainings.

Primary Functions Include:

  • Manage Appraisal Orders:
    • Configure the Mercury Network platform to add vendors, appraisers, and products.
    • Initiate and track appraisal orders, ensuring timely completion.
    • Liaise between sales staff and appraisers to resolve issues.
    • Review and correct appraisal reports to meet TVC’s guidelines.
  • Quality Control:
    • Generate daily reports and address any issues promptly.
    • Ensure compliance with appraisal standards and regulatory requirements.
    • Proactively update managers on outstanding appraisals and statuses.
  • Training and Support:
    • Conduct internal trainings with TVC Sales and Processing teams.
    • Provide expert opinions on market values for residential properties.
  • Communication:
    • Act as the primary liaison between TVC sales staff and appraisers, addressing any issues or concerns during the valuation process.
    • Ensure appropriate and effective communication between patients, pharmacists, employers, PBMs, and healthcare providers.
  • Technical Management:
    • Track and follow up with appraisal partners on order status to ensure appraisal turn times are satisfied.
    • Problem solve with Mercury helpdesk on platform errors.
    • Track borrower payments for appraisal and valuation orders.

Desired Experience

  • Educational Background:
    • Bachelor’s degree in Business, Accounting, Marketing, Finance, or equivalent preferred.
  • Professional Experience:
    • Previous experience in residential real estate, appraisals/valuations, or mortgage processing is a plus, but not required.
    • Experience in managing pipelines and working independently.

Required Skills

  • Technical Skills:
    • Intermediate proficiency with Microsoft Excel.
    • Ability to learn and use new technologies and applications.
  • Professional Skills:
    • Strong attention to detail and ability to manage a personal pipeline.
    • Excellent written, verbal, and interpersonal communication skills.
    • Ability to work independently and exercise sound judgment.
  • Personal Attributes:
    • Motivated, organized, and capable of working under time-sensitive deadlines.
    • Team player with a willingness to learn and adapt.
    • Comfortable working in a fast-paced environment.

Compensation

  • Salary:
    $50,000 annually, with the potential for higher compensation based on the candidate's experience and qualifications.

    Supplemental Pay:

    • Discretionary annual bonus

Benefits

  • 401(k) with Matching: Contribute to your retirement savings with company matching, helping you secure your financial future.
  • Health Insurance: Comprehensive medical coverage to maintain your health and wellbeing.
  • Dental and Vision Insurance: Additional coverage to take care of your dental health and vision needs.
  • Life and Disability Insurance: Essential protection offered to give you peace of mind.
  • Paid Time Off: Generous leave policies including vacation days, sick leave, and 11 paid holidays to help you recharge.
  • Flexible Schedule: Offers flexibility to accommodate work-life balance.

Location

  • Remote or Bethesda, MD: Conveniently located in Bethesda, Maryland, offering easy access to amenities and a vibrant community.
  • Onsite: Onsite work at our office location in Bethesda, ensures collaboration and engagement with the team.
  • Work Hours: Monday to Friday, 9:00 AM to 6:00 PM or 10:00 AM to 7:00 PM EST, providing a predictable schedule for work-life balance.
  • No Additional Travel Required: The role does not entail additional travel, allowing you to focus on your responsibilities without the need for frequent trips.

Environment

  • Temple View Capital fosters a professional and collaborative work environment that emphasizes growth and development. We value teamwork and offer numerous opportunities for personal and career advancement. Our employees enjoy a range of perks, such as a fully stocked kitchen with a variety of refreshments, monthly team happy hours, and catered lunches. We also support our team with employee referral programs, branded swag and apparel, and flexible work policies, including a hybrid work schedule. For health and wellness, employees have free access to an in-building fitness center and a rooftop patio. We promote a strong team spirit through regular team-building activities and enjoy a relaxed atmosphere with casual Fridays. At Temple View Capital, we create an engaging and supportive environment that helps our team thrive both professionally and personally.

About Temple View

Who they are!

Temple View Capital is a leading financial firm specializing in private money mortgage lending for residential and commercial real estate investors. With over 21 years of experience in residential mortgages and real estate investment, Temple View Capital stands out as a trusted partner known for its innovative approach, reliable underwriting, and strong customer relations. Founded by entrepreneurs with a deep understanding of the industry, Temple View Capital is committed to providing tailored funding solutions that help investors achieve their real estate goals.

What do they do?

Temple View Capital offers flexible financing options for investors in residential real estate, including fix-and-flip projects, investment properties, and bridge loans. Their customer-centric approach and commitment to integrity ensure that clients receive competitive rates, flexible terms, and exceptional service. Temple View Capital's expertise lies in providing innovative funding programs tailored to meet the specific needs of each client. They prioritize long-term partnerships and work closely with investors, borrowers, servicers, and real estate professionals to develop optimal financing solutions.

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Their Mission:

  • Our mission is to deliver professional and specialized private lending services that our clients can depend on consistently. At Temple View, we are not just lenders; we are dedicated partners committed to long-term relationships built on a foundation of trust, transparency, and reliability.
Temple View Capital Loans

Why Choose Temple View Capital:

  • Reliability: As steadfast partners, we value enduring relationships anchored in trust and transparency. Regardless of market conditions, our clients can count on us for secure and consistent funding. Temple View is equipped to provide financial solutions promptly and efficiently, ensuring that our capital is accessible when and where our clients need it.
  • Trust: Trusted by thousands across the nation, we offer competitive rates, flexible terms, and quick closings paired with exemplary service. Our reputation as a reliable partner is why our clients continue to choose us for their real estate investment needs.
  • Innovation: Each client’s needs are unique, and we strive to meet them with tailored, innovative funding solutions. Our suite of funding programs is constantly evolving to meet the specific needs of our clients and ensure the sustainability of their investment ventures.
  • Customer-Driven: At Temple View, exemplary customer service is our standard. We are committed to supporting our clients through every project phase, offering loan programs that are thoughtfully designed to meet investors' diverse needs. We believe in solving problems together, ensuring that each client's experience is seamless and supportive.
  • Transparency: We make the lending process straightforward, quick, and dependable. Our common-sense approach ensures that we are transparent at every step, providing peace of mind throughout the lending journey.
  • Expertise: Our team, comprised of industry veterans with decades of combined experience, remains at the forefront of product innovation and market trends. This expertise allows Temple View to craft effective and creative funding strategies for real estate investment.

Other Jobs at Temple View Capital

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  • MORTGAGE ANALYST

    $65,000-$100,00 | Onsite or Remote | Bethesda, MD- The ideal candidate for the Mortgage Analyst position at Temple View Capital (TVC) is an accuracy-focused professional with a strong background in customer service and the ability to perform under tight deadlines. You should have a keen eye for detail, excellent communication skills, and experience in the mortgage industry. If you have a knack for validating financial records, managing loan documentation, and ensuring regulatory compliance, you could be a perfect fit for this role.

  • OUTSIDE SALES ACCOUNT MANAGER

    The AM must develop in-depth knowledge of TVC product guidelines, sales and marketing tools, and delivery processes/workflows to ensure a smooth transition into Processing through to Closing. High-quality candidates are effective communicators, are production-oriented, and have a demonstrated track record of managing institutional sales relationships within a mortgage lending channel.  Exceptional candidates will bring over existing clients in the real estate investing market and make immediate contributions to our sales platform.

  • CLIENT RELATIONS COORDINATOR

    $50,000 | Bethesda, MD or Remote | We are looking for a detail-oriented, organized, and motivated Client Relations Coordinator. The ideal candidate should possess excellent communication skills, be able to manage their pipeline independently, and have experience or a willingness to learn residential real estate appraisals and valuations.

  • INSIDE SALES REPRESENTATIVE

    $75,000 | Bethesda, MD | The candidate will source and prospect new investors via warm leads, handle inbound sales calls, and convert leads into loans. You will also quarterback loans through the process and develop expertise in TVCF product guidelines and marketing/sales approaches, including loan structuring and accurate documentation in TVC sales systems.

EEO Statement 

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.