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Customer Service Representative
Guild Mortgage. Answer and service calls professionally, timely, and efficiently .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with the ability to communicate effectively and empathetically in high-pressure situations. Proficient in data entry and familiar with industry-specific software to support customer inquiries and documentation.
Highest-signal resume keywords
Customer Service ExperienceVerbal And Written Communication SkillsData Entry ProficiencyFamiliarity With Document Retention SoftwareExperience In Consumer/Mortgage Lending
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryBasic Math SkillsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook
Soft Skills
EmpathyPatienceProfessionalismOrganizationAttention To Detail
Tools & Technologies
Decision-Support SoftwareBlitzdoc
Industry Keywords
Customer ServiceConsumer LendingMortgage LendingBankingFinancial Stress Management
About the role
Key responsibilities & impact- Answer and service calls professionally, timely, and efficiently
- Build rapport with customers using courteous, friendly, and professional communication
- Listen to customer needs and concerns with empathy and patience
- Explore, analyze, and respond to customer issues via phone, email, and written correspondence
- Use decision-support computer software to respond to customer inquiries and requests
- Verify customers’ understanding of loan servicing and provide clarification as needed
- Provide accurate information to resolve issues and follow up on outstanding matters
- Prepare call notes and written documentation and update customer files
- Communicate with individuals and teams to ensure timely, high-quality responses and resolutions
- Transfer misdirected requests and escalate calls when needed
- Contribute suggestions to resolve problems, improve customer service, and increase productivity
- Participate in activities designed to improve customer satisfaction and business performance
- Stay current on industry regulation changes
- Demonstrate and promote Guild Core Values
- Perform other duties as assigned
- Work under direct to moderate supervision and apply sound judgment
Requirements
What you’ll need- High school diploma or equivalent preferred
- Minimum of two years total work experience in high volume customer service role(s)
- Prior experience in consumer/mortgage lending, banking, or related industry/positions strongly preferred
- Excellent verbal and written communications skills required
- Highly organized and detail oriented
- Ability to work in a fast-paced, metrics-driven environment required
- Basic math skills required
- Proficiency with data entry, Microsoft Word, Excel, PowerPoint and Outlook required
- Familiarity with document retention software; Blitzdoc preferred
- Patience and professionalism when interacting with consumers
- Ability to work in an emotionally demanding role involving consumers experiencing financial and emotional stress
- Ability to work Monday-Friday, 8:30am-5pm PST
- Bilingual in Spanish preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- LTD insurance
- 401(k) with employer match
- Pleasant work environment
- Competitive compensation