Sales Customer Service Representative (CSR) - Remote

Longbridge Financial provides home equity solutions for seniors, helping older homeowners access the value of their homes. The Sales Customer Service Representative creates sales opportunities for the Retail Sales team by handling inbound inquiries, making outbound calls, qualifying customers for the reverse mortgage program, and transferring qualified prospects to sales representatives.

Responsibilities:

• The primary role of the CSR will be to create sales opportunities for the Retail Sales team. This will be accomplished by answering inbound calls to Longbridge Financial from customers wanting to obtain information about the reverse mortgage program and by initiating outbound calls to potential customers. The agent should be prepared to make 100+ dials per day. They will also be expected to meet business defined metrics of production
• 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

Requirements:

• • 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