Note: The job is a remote job and is open to candidates in USA. Longbridge Financial provides home equity solutions for seniors. The Sales Customer Service Representative creates sales opportunities for the Retail Sales team by handling inbound inquiries, making outbound calls, qualifying potential customers for the reverse mortgage program, and transferring or scheduling qualified leads.
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
- Training will be held in the Houston office
- Bilingual a plus
Benefits
- Top-notch training
- Clear career paths
- Professional growth support
- Promoting from within
- Team-building events
- Friendly competitions
- Open communication and collaboration
- Best-in-class medical, dental, and vision plans
- HSA and FSA
- Generous PTO
- Paid holidays
- Company-paid life insurance
- Competitive 401(k) match
- Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
- 401(k) with company match
- Paid time off
- Competitive additional compensation program via commissions based on individual performance
Company Overview