Juliana G.
Client Success Manager at Mortgage Maker | Helping Loan Officers Win More Deals with Smarter Presentations
- Role
- Client Success Manager at Mortgage Maker
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Juliana G.
Founder of Unleash Her Vitality | IFBB Pro | Corporate Wellness Consultant With…
Experience
Client Success Manager
Nov 2024 — Present · Carlsbad, CA, US
Client Success Manager at Mortgage Maker | Helping Loan Officers Win More Deals with Smarter PresentationsAt Mortgage Maker, I lead Customer Success, ensuring every loan officer using our platform has the tools, training, and support they need to thrive. My role combines onboarding, coaching, and responsive client support, helping users unlock the full value of Mortgage Maker in their business.Key Contributions:Onboarding & Training: Guiding new users through setup, demos, and best practices so they can start strong from day one.Client Support: Providing fast, clear solutions to user questions, keeping client workflows smooth.Product Feedback Loop: Gathering insights from loan officers and relaying them to our product team to shape improvements.User Outcomes: Helping loan officers adopt Mortgage Maker into their daily processes, leading to better borrower experiences, stronger client relationships, and more closed deals.At Mortgage Maker, we believe client success is company success—and I’m proud to be part of a team that’s transforming how loan officers present and sell mortgages.
Education
Kaplan University
Nutritional Sciences, Nutrition Sciences
2009 — 2011
University of Houston
Bachelor's, Psychology
1996 — 1999
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