Job Closed

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Sales Customer Service Representative, CSR

Location

Texas

Posted

19 days ago

Salary

$20 / hour

Seniority

Senior

English

Job Description

Sales Customer Service Representative, CSR

Longbridge Financial

• Create sales opportunities for the Retail Sales team • Answer inbound calls from customers wanting information about the reverse mortgage program • Initiate outbound calls to potential customers • Make 100+ dials per day • Meet business defined metrics of production • Qualify customer to meet program guidelines (AGE, LTV, Homeowner) • 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

Job Requirements

  • Basic computer skills (MS Office)
  • 10-key
  • 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

Benefits

  • best-in-class health plans (medical, dental, vision, HSA, and FSA)
  • generous PTO
  • paid holidays
  • company-paid life insurance
  • competitive 401(k) match

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