If you searched Superstar Sourcing for Client Advocate (with 3 additional requirements) on December 21, 2025 you'd find 404 great candidates

L**** Z****

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This candidate explicitly lists Client Relations, Financial Services, Mortgage Servicing, Case Management, and relevant document coordination roles, exceeding 5 years tenure. FCI Lender Services (Written Correspondence Coordinator/Call Center) → QuinStreet/360 Finance. Excellent.

L*** M****

Advocate for Parental Alienation: Psychological Child Abuse since 1995

This highly experienced candidate shows deep expertise across mortgage origination, processing, and underwriting, indicating strong industry and document skills, though the primary focus seems advocacy in a different area recently. Mortgage Loan Officer/Processor/Underwriter → Parental Alienation Advocate, 53.8 years total experience. Excellent.

R*** H****

BB&T Mortgage Customer Service

This candidate has extensive direct mortgage customer service experience and a long career history, meeting most criteria strongly. Customer service supervisor → BB&T Mortgage Customer Service (10+ years) → 911 Telecommunicator. Excellent.

S*** K****

IRIS Consultant @ Molina Healthcare | Case Management, Data Tracking

This candidate has recent case management experience and substantial prior mortgage/financial background spanning over 9 years. IRIS Consultant (Case Management, advocating) → Loan Processor (Mortgage, Document Processing, Financial Services). Excellent.

R**** W****

Rocket Mortgage Client Advocate

This candidate is an excellent match, currently holding a Client Advocate title at a major mortgage company and explicitly mentioning case management experience. Police Cadet → CPS Specialist → Mortgage Client Advocate. Excellent.

E**** P****

Financial Wellbeing Coach,Homeownership

Strong candidate with direct financial services experience, including foreclosure counseling which implies case management, and specific experience reviewing documentation. Contractor (review submissions/documentation) → Foreclosure Counselor → Financial Coach → Service Manager at Wachovia Bank, 28 years total. Excellent.

C**** N****

Related Case Management Analyst at Chase Home Finance

This candidate is an excellent fit, having spent nearly 17 years as a Case Management Analyst/Mortgage Underwriter at Chase, hitting key requirements for case management, mortgage industry, and documentation through underwriting work. Chase Home Finance Case Management Analyst → J P Morgan Chase Mortgage Underwriter. Excellent.

C**** A****

Skilled professional with robust administrative skills to serve well in an Office Management / Administrator role with proven expertise of implementing key operations and delivering exceptional client services.

This candidate has strong financial services/mortgage industry experience, including loan origination processing requiring documentation review, making them a very strong fit despite the lack of explicit 'Case Management' title. Career: AvalonBay (Community Consultant) → Wellevate → Equity Smart Home Loans (MLO, 3 yr) → PennyMac (MLO, 9 mo). Excellent.

G*** T****

Customer Service Rep IIl

Strong alignment with mortgage processing, document review, and extensive time in administrative roles, which implies document processing and 5+ years experience, though 'Case Management' title is missing. Various admin roles → Mortgage Loan Processor → Super processor, 38 years experience. Excellent.

H**** H****

Financial Services Professional

This candidate has deep experience in mortgage modifications and financial services customer care/support, aligning closely with the advocacy component within a financial context, and exceeding tenure requirements. Chase Mortgage Modification Counselor for 15 years, 18 years total experience. Excellent.

M**** C****

Care Coordinator

This Care Coordinator has recent mortgage consulting roles and direct mentions of financial services and case management experience, exceeding 5 years, but needs to show more on document processing specifically. First Horizon Home Loans → CTX Mortgage, 23 years total. Strong alignment across several key areas. Excellent.

M**** M****

Currently looking for new employment

Excellent combination of mortgage experience, strong client interaction skills, and sufficient tenure, though direct 'Case Management' isn't explicitly listed. Citi → GE Capital (Mortgage) → Enterprise → State DSS (90) → current role unclear (21 yrs 11 mos). Excellent.

M**** A****

Mortgage Disclosure Desk at VyStar Credit Union

This candidate has extensive experience in financial services/mortgage operations (Disclosure Desk, Loan Origination) and explicit mention of data entry into case files, hitting all required elements except a 'Client Advocate' title. Mortgage Disclosure Desk (current, 9y 10m) → Service Center Specialist III (10y 1m). Excellent.

S**** J****

Financial Services Professional

Strong experience in financial services context including mortgage insurance payments and more than enough tenure, hitting most key areas except formal case management title. Customer Service → Short sale Negotiator (JPMC) → Client Support Specialist, 12+ yrs experience. Excellent.

A**** P****

Financial Services Representative/ Sr. Loan Officer The White House FCU

Exceptional fit with nearly 20 years as a Financial Services Representative and Loan Officer, covering financial services, lending, and decades of experience. Financial Services Rep/Loan Officer (19.10 yrs) → Teller/Ops Officer → Teller Supervisor, total exp 38+ years. Excellent.

L**** J****

NMLS# 2274311 Regional Vice President at Primerica

This candidate shows strong overlap in Case Management, advocacy, and mortgage/financial services experience with over 27 years total. Mortgage Loan Originator → Case Manager → Child Support Enforcement Officer; 27 years total. Excellent.

T**** O****

Bilingual Senior Customer Service Specialist

This candidate has direct mortgage experience, broad customer service background applicable to client advocacy, and over 17 years of experience. Xerox → Wells Fargo Mortgage Specialist. Excellent.

C**** R***

Case manager at Fidelity

This candidate clearly has decades of experience as a Case Manager within a major financial services firm, ticking almost every box. Case manager at Fidelity for 31 years. Excellent.

K**** S****

Case Manager

This candidate has direct experience as a Funding Specialist and Mortgage Loan Closer, demonstrating strong document processing, financial/mortgage context, and sufficient tenure, alongside a Case Manager title. Kroger → MiLEND, Inc (Funding Specialist/Closer) → HealthWorks → Suwanee Pizza Tavern. Strong.

E*** W****

Case Manager at Alexander Shunnarah

Holds Case Manager title and has direct experience in a Mortgage Department setting, strongly hitting two major requirements alongside required tenure. Alexander Shunnarah (Case Manager) → First Federal Bank (Mortgage Asst). Strong.

K*** N****

This long-tenured professional has extensive experience specifically as a Housing & Financial Counselor, strongly covering advocacy, financial services, and required experience; Housing & Financial Counselor at The Up Center for 13 years. Strong.

M**** S****

Service Specialist

Strong match with recent, direct mortgage processing experience, banking/financial background, and crisis intervention/advocacy skills. Mortgage Loan Processor → Crisis Intervention Specialist, 11 yrs total experience. Strong.

L**** A****

Case Manager I at Sun Life Financial

Direct recent Case Manager I role within a financial services firm, suggesting the right blend of skills, although the background leans legal/disability benefits. Case Manager I → Senior LTD Benefit Analyst at Sun Life Financial, 13+ years total. Strong.

M**** E****

Customer Advocate at True Link Financial

Excellent fit for Client Advocate with recent title Financial Customer Advocate and strong adjacent experience in real estate closing (mortgage adjacent) involving heavy documentation and issue resolution. True Link Financial → Dupaco Credit Union, 17.75 years total experience. Strong.

S**** T****

Client Case Manager at Caldwell Wenzel & Asthana, P.C.

Strong match with recent experience as a Client Case Manager and long tenure in a title loan/financial environment, strongly suggesting financial services and case handling skills. Ace Title Loan → Caldwell Wenzel & Asthana, 13.5 years total experience. Strong.

E*** L****

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Excellent background in mortgage operations that heavily involves document processing alongside prior direct casework experience, exceeding 5 years total. Transaction Coordinator/Disclosure Specialist at Veterans United Home Loans (multiple roles over ~10 years combined), Caseworker/Juvenile Officer I (2y 4m), 38 years total experience. Strong.

H**** S****

Case Manager at Pinnacle Insurance and Financial Services

This candidate is a perfect match for Case Management experience within the financial services sector, exceeding the experience requirement, though specific mortgage or client advocacy titles are not fully detailed. Pinnacle Insurance & Financial Services Case Manager (9+ years). Strong.

A**** B****

Home Mortgage Government Loan Insurer

Excellent mortgage industry background with significant time spent as a Loan Reviewer, covering advocacy and processing functions, and exceeding 5 years experience. PNC Mortgage (7yr) → Freedom Mortgage (4yr). Strong.

K**** R****

This long-tenured candidate has strong financial/debt collection experience which touches on financial services and detailed document processing (title work), and their debt negotiation role is client-facing, making them a solid prospect despite lacking a formal 'Case Management' title. Credit Acceptance Title Specialist/Administrator → Debt Mediation/Intake Specialist. Strong.

D**** S****

Social Security Disability Case Manager

Strong mortgage and financial services background combined with explicit Case Manager experience, easily clearing the 5+ year requirement. Idiart Law Group Case Manager (1y 4mo) + extensive Mortgage Servicing/Loan roles, 21 years total. Strong.