Sales Customer Service Representative (CSR) - Hybrid / Remote

Overview

The Sales Customer Service Representative (CSR) plays a vital role in creating sales opportunities for the Retail Sales team by handling inbound and outbound calls regarding the reverse mortgage program.

In Short

• Handle inbound calls from customers seeking information.
• Make outbound calls to potential customers.
• Create interest in the reverse mortgage program.
• Qualify customers to meet program guidelines.
• Transfer qualified customers to the sales team.
• Create follow-up appointments.
• Mail information packets to customers.
• Update the Sales CRM with transaction notes.
• Meet defined business metrics of production.
• Work in a supportive and fun environment.

Requirements

• Basic computer skills (MS Office).
• Customer service experience.
• Understanding of reverse mortgage products.
• Knowledge of the mortgage industry.
• Bilingual skills are a plus.
• Organized and performance-driven.
• Excellent written and verbal communication skills.
• Training will occur in the Houston office.

Benefits

• Comprehensive health plans (medical, dental, vision).
• Generous paid time off and holidays.
• Company-paid life insurance.
• 401(k) with company match.
• Supportive career growth opportunities.