Sales Customer Service Representative, Remote

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

📋 Description

• Respond to incoming calls from customers inquiring about the reverse mortgage program

• Make outbound calls to potential clients

• Generate interest in the reverse mortgage offerings

• Assess customers based on program criteria, including age, loan-to-value ratio (LTV), and homeownership status

• Refer interested and qualified clients to the sales department

• Schedule follow-up appointments

• Send informational packets to customers

• Update the Sales CRM with notes for each transaction

⛳️ Requirements

• Proficient in basic computer skills (MS Office), 10-key, and soft phone usage

• Background in customer service

• Fundamental understanding of the reverse mortgage product

• Knowledge of the mortgage industry

• Exceptional written and verbal communication abilities

• Well-organized and driven by performance

• Capability to make over 100 calls daily

• Ability to meet production metrics set by the business

• Bilingual abilities are advantageous

• Training will take place at the Houston office

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance plans

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

• Generous paid time off policy

• Paid holidays

• Company-sponsored life insurance

• Competitive 401(k) matching

• Optional products and discounts

• Opportunities for professional development and training

• Clear paths for career advancement

• Team-building activities and friendly competitions