Sales Customer Service Representative, Remote
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Job Description
Remote CSR generating sales opportunities for Longbridge’s reverse-mortgage solutions for seniors. Handling inbound and outbound calls, qualifying homeowners, and scheduling sales follow-ups.
Responsibilities:
- Answer inbound calls from customers seeking information about the reverse mortgage program
- Initiate outbound calls to potential customers
- Create sales opportunities for the Retail Sales team
- Create interest in the reverse mortgage program
- Qualify customers according to program guidelines, including age, loan-to-value, 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
Requirements:
- 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 and performance driven
- Excellent written and verbal communication skills
- Ability to make 100+ 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
- Team-building events and friendly competitions
- Medical, dental, vision, HSA, and FSA plans
- Generous paid time off
- Paid holidays
- Company-paid life insurance
- Competitive 401(k) match
- Voluntary products and discounts
- Commission-based additional compensation program
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