[Remote] Sales Customer Service Representative (CSR) - Remote

Note: The job is a remote job and is open to candidates in USA. Longbridge Financial is hiring a Sales Customer Service Representative to create sales opportunities for its Retail Sales team. The role handles inbound and outbound customer calls, qualifies potential reverse mortgage customers, and connects interested, eligible customers with sales representatives.

Responsibilities

• Answer incoming calls
• Initiate outbound calls
• Create interest in reverse mortgage program
• Qualify customer to meet program guidelines (AGE, LTV, Homeowner) scripted
• Transfer interested and qualified customer to sales team
• Create appointments for follow up
• Mail information packets to customers
• Update the Sales CRM with notes of each transaction

Skills

• Basic computer skills (MS Office), 10-key, and Soft phone
• Customer service background
• Basic understanding of the reverse mortgage product
• Mortgage industry knowledge
• Organized, performance driven
• Excellent communication skills, both written and verbal
• Bilingual a plus

Benefits

• Top-notch training (training will be held in the Houston office)
• Clear career paths and professional growth support
• Promotion from within
• Team-building events
• Best-in-class health plans (medical, dental, vision, HSA, and FSA)
• Generous PTO / paid time off
• Paid holidays
• Company-paid life insurance
• 401(k) with company match
• Wide array of voluntary products and discounts
• Eligible for a competitive additional compensation program via commissions based on individual performance
• Remote role

Company Overview