[Hiring] Sales Customer Service Representative @Longbridge Financial

Role Description

The primary role of the CSR will be to create sales opportunities for the Retail Sales team. This will be accomplished by:

• Answering inbound calls to Longbridge Financial from customers wanting to obtain information about the reverse mortgage program.
• Initiating outbound calls to potential customers.
• Making 100+ dials per day.
• Meeting business defined metrics of production.

Specific responsibilities include:

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

Qualifications

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

Requirements

• Training will be held in the Houston office.

Benefits

• Full benefits: Medical, Dental, Vision, FSA/HSA, and a wide array of voluntary products and discounts.
• 401(k) with company match.
• Paid time off.
• This is an hourly non-exempt role.
• Target base salary range is $20 per hour, based on various factors including skills and work experience.
• This role is eligible for a competitive additional compensation program via commissions based on individual performance.