Customer Retention Specialist

Job Summary

A company is looking for a Customer Retention Specialist to connect borrowers with Loan Officers and provide exceptional customer service.

Key Responsibilities

• Make 100+ outbound dials daily to connect borrowers with Loan Officers
• Maintain organized records of lead dispositions and follow up with non-responsive borrowers
• Facilitate live transfers or email connections between borrowers and Loan Officers when ready to consider refinancing or purchasing

Required Qualifications

• 1-2 years of customer service, call center, or sales experience
• Bilingual Spanish is a plus
• Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
• General credit knowledge preferred
• High School Diploma or equivalent; some college preferred