Sales Customer Service Representative – Remote
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Job Description
Remote CSR generating reverse-mortgage sales opportunities for Longbridge, a senior home-equity solutions provider. Handling calls, qualifying homeowners, scheduling follow-ups, and updating CRM records.
Responsibilities:
- Create sales opportunities for the Retail Sales team
- Answer inbound calls from customers seeking information about the reverse mortgage program
- Initiate outbound calls to potential customers
- Create interest in the reverse mortgage program
- Qualify customers according to program guidelines
- 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 answer inbound calls and initiate outbound calls
- Ability to make 100+ dials per day
- Ability to meet business-defined production metrics
- Ability to qualify customers according to program guidelines (age, LTV, homeowner status)
- Training will be held in the Houston office
- Candidates residing in MA, CT, or NH cannot be hired due to state employment law requirements
Benefits:
- Top-notch training and clear career paths
- Professional growth support
- Promotion-from-within opportunities
- Team-building events
- Friendly competitions
- Open communication and collaboration culture
- 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
- Commission-based additional compensation program
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