Customer Service Representative

Job Summary

A company is looking for a Customer Service Representative to assist with outbound calls and customer communication regarding mortgage loans.

Key Responsibilities

• Engage with customers via email and outbound calls to gather information about their financial situation and goals
• Educate customers and loan officers about the mortgage loan process and set realistic expectations
• Input data into the computer system and appropriately manage customer files based on their interest in proceeding with a loan

Required Qualifications

• 1-2 years of customer service, call center, or sales experience
• Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
• Passionate about helping customers achieve financial goals
• High School Diploma or equivalent; some college preferred
• Experience in the mortgage or real estate industry preferred