Customer Service Representative

Job Summary

Working remotely with a flexible schedule, the full-time Customer Service Representative will make outbound calls to engage with potential customers regarding home loan refinancing and new mortgage loans, gathering information and providing exceptional customer service to facilitate the loan origination process.

Key responsibilities

• Engage customers through outbound calls and emails to establish rapport and gather financial information
• Educate customers and loan officers about the loan process and set realistic expectations
• Input customer data into the system and appropriately manage customer files based on their interest in proceeding with loan options

Required qualifications

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