Sales Customer Service Representative, Remote

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Respond to incoming calls from customers looking for details regarding the reverse mortgage program.

• Make outbound calls to prospective customers.

• Generate interest in the reverse mortgage program.

• Assess customers based on program criteria, including age, LTV, and homeownership status.

• Refer interested and qualified customers to the sales team.

• Schedule follow-up appointments.

• Send information packets to customers via mail.

• Update the Sales CRM with transaction notes.

• Create sales opportunities for the Retail Sales team.

⛳️ Requirements

• Basic computer skills, including proficiency in MS Office.

• Proficient in 10-key data entry.

• Familiarity with soft phone systems.

• Background in customer service.

• Basic knowledge of the reverse mortgage product.

• Understanding of the mortgage industry.

• Bilingual abilities are a plus.

• Highly organized and driven by performance.

• Exceptional written and verbal communication skills.

• Capability to make over 100 calls per day.

• Ability to achieve business-defined production metrics.

• Training will take place at the Houston office.

🏝️ Benefits

• Comprehensive training and clear pathways for career advancement.

• Engaging team-building events and friendly competitions.

• Medical, dental, and vision coverage.

• Health Savings Account (HSA) and Flexible Spending Account (FSA).

• Generous paid time off policy.

• Paid holidays.

• Company-sponsored life insurance.

• 401(k) plan with company matching contributions.

• Access to voluntary products and discounts.

• Additional compensation program based on commissions.