Sales Customer Service Representative, Remote
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Job Description
Remote CSR generating reverse-mortgage opportunities for Longbridge, a senior home-equity solutions provider. Handling calls, qualifying homeowners, scheduling follow-ups, and updating CRM records.
Responsibilities:
- Answer inbound calls from customers seeking information about reverse mortgage programs
- Initiate outbound calls to potential customers
- Create interest in the reverse mortgage program
- Qualify customers according to program guidelines, including age, LTV, and homeownership
- Transfer interested and qualified customers to the sales team
- Create follow-up appointments
- Mail information packets to customers
- Update the Sales CRM with notes for each transaction
- Create sales opportunities for the Retail Sales team
Requirements:
- Basic computer skills, including MS Office, 10-key, and soft phone
- Customer service background
- Basic understanding of the reverse mortgage product
- Mortgage industry knowledge
- Bilingual a plus
- Organized and performance driven
- Excellent written and verbal communication skills
- Ability to make 100+ outbound dials per day
- Ability to meet business-defined production metrics
- Training will be held in the Houston office
Benefits:
- Top-notch training and clear career paths
- Promotion-from-within opportunities
- Team-building events and friendly competitions
- Medical, dental, and vision insurance
- HSA and FSA
- Generous paid time off
- Paid holidays
- Company-paid life insurance
- 401(k) with company match
- Voluntary products and discounts
- Competitive commissions based on individual performance
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