Sales Customer Service Representative, CSR

📋 Description

• Generate sales opportunities for the Retail Sales team

• Respond to inbound calls from customers seeking information about the reverse mortgage program

• Conduct outbound calls to prospective customers

• Make over 100 calls each day

• Achieve business-defined production metrics

• Assess customers to ensure they meet program criteria (AGE, LTV, Homeowner)

• Transfer interested and qualified customers to the sales team

• Schedule follow-up appointments

• Send information packets to customers

• Update the Sales CRM with notes pertaining to each transaction

⛳️ Requirements

• Basic computer proficiency (MS Office)

• 10-key data entry skills

• Experience with soft phone technology

• Background in customer service

• Fundamental understanding of reverse mortgage products

• Knowledge of the mortgage industry

• Bilingual abilities are a plus

• Organized and driven by performance

• Outstanding communication skills, both written and spoken

🏝️ Benefits

• Best-in-class health plans (medical, dental, vision, HSA, and FSA)

• Generous paid time off (PTO)

• Paid holidays

• Company-funded life insurance

• Competitive 401(k) matching