Concierge Service Representative (CSR) - Remote

Overview

The Concierge Service Representative (CSR) plays a crucial role in generating sales opportunities for the Retail Sales team by managing inbound and outbound calls related to the reverse mortgage program.

In Short

• Create sales opportunities through inbound and outbound calls.
• Make 100+ dials per day.
• Qualify customers based on program guidelines.
• Transfer qualified customers to the sales team.
• Mail information packets to customers.
• Update Sales CRM with transaction notes.
• Organized and performance-driven work ethic required.
• Training provided in the Houston office.
• Bilingual skills are a plus.
• Full benefits including medical, dental, and vision.

Requirements

• Basic computer skills (MS Office, 10-key, soft phone).
• Customer service experience.
• Understanding of reverse mortgage products.
• Knowledge of the mortgage industry.
• Excellent written and verbal communication skills.

Benefits

• Comprehensive health plans.
• Generous PTO and paid holidays.
• Company-paid life insurance.
• 401(k) with company match.
• Career growth opportunities.