Sales Customer Service Representative, CSR

Role Overview

• Create sales opportunities for the Retail Sales team
• Answer inbound calls from customers wanting information about the reverse mortgage program
• Initiate outbound calls to potential customers
• Make 100+ dials per day
• Meet business defined metrics of production
• Qualify customer to meet program guidelines (AGE, LTV, Homeowner)
• 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

Requirements

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

Benefits

• best-in-class health plans (medical, dental, vision, HSA, and FSA)
• generous PTO
• paid holidays
• company-paid life insurance
• competitive 401(k) match