Sales Customer Service Representative – Remote

Posted Oct 19

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

📋 Description

• Respond to incoming calls from customers requesting information 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.

• Connect interested and qualified customers with the sales team.

• Schedule follow-up appointments.

• Send informational packets to customers.

• Update the Sales CRM with relevant notes for each interaction.


⛳️ Requirements

• Fundamental computer skills, encompassing MS Office, 10-key, and soft phone usage.

• Experience in customer service.

• Basic knowledge of the reverse mortgage product.

• Familiarity with the mortgage industry.

• Bilingual capabilities are advantageous.

• 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 targets.

• Training will take place at the Houston office.


🏝️ Benefits

• Comprehensive training and well-defined career paths.

• Opportunities for internal promotions.

• Team-building activities and friendly competitions.

• Medical, dental, and vision insurance options.

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

• Generous paid time off policy.

• Paid holidays.

• Company-funded life insurance.

• 401(k) plan with company matching.

• Additional voluntary products and discounts.

• Competitive commission-based incentive program.

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