NMLS Licensed Customer Service Specialist

Job Summary

Providing exceptional customer service and sales support, the full-time NMLS Licensed Customer Service Specialist will manage inbound and outbound calls, assist customers with program qualifications, and ensure compliance with sales processes while working remotely.

Key responsibilities

• Conduct pipeline management and appointment setting to meet department production goals
• Analyze customer information to determine eligibility for beneficial programs
• Maintain accurate documentation of customer interactions and manage work queues effectively

Required qualifications

• High School Graduate/GED required; Associate Degree preferred
• Minimum of two years of related experience and/or training
• NMLS Safe Licensing is helpful and may be required after hire; NMLS and SAFE License preferred within one year
• Experience with standard office software (Word, Excel, PowerPoint)
• Willingness to develop knowledge of the mortgage industry and regulatory guidelines