Sales Customer Service Representative (CSR) - Remote

Summary

Longbridge Financial is a provider of home equity solutions for seniors. The Sales Customer Service Representative creates sales opportunities for the Retail Sales team by handling inbound inquiries about reverse mortgages, making outbound calls to potential customers, qualifying leads, and coordinating transfers and follow-up appointments.

Responsibilities

• Answer incoming calls
• Initiate outbound calls
• Create interest in reverse mortgage program
• Qualify customer to meet program guidelines (AGE, LTV, Homeowner) scripted
• Transfer interested and qualified customer to sales team
• Create appointments for follow up
• Mail information packets to customers
• Update the Sales CRM with notes of each transaction

Skills

• Basic computer skills (MS Office), 10-key, and Soft phone
• Customer service background
• Basic understanding of the reverse mortgage product
• Mortgage industry knowledge
• Organized, performance driven
• Excellent communication skills, both written and verbal
• Training will be held in the Houston office
• Bilingual a plus

Qualifications

Must Haves

• Basic computer skills (MS Office), 10-key, and Soft phone
• Customer service background
• Basic understanding of the reverse mortgage product
• Mortgage industry knowledge
• Organized, performance driven
• Excellent communication skills, both written and verbal
• Training will be held in the Houston office

Nice to Haves

• Bilingual a plus

Benefits

• Training and clear career paths supporting professional growth
• Promotion-from-within opportunities
• Team-building events and friendly competitions
• Medical, dental, and vision health plans
• HSA and FSA
• Generous paid time off
• Paid holidays
• Company-paid life insurance
• Competitive 401(k) match
• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off
• Eligible for a competitive additional compensation program via commissions based on individual performance