Sales Customer Service Representative, CSR

Longbridge Financial, LLC (NMLS# 957935)

. Answer inbound calls from customers seeking information about reverse mortgages .

Posted 10/6/2026full-timeRemote • Paramus • New Jersey • United StatesMid-LevelSenior💰 $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in customer service and sales processes, with a strong understanding of reverse mortgage products and the ability to effectively communicate with clients. Capable of managing high call volumes while maintaining organization and meeting production metrics.

Highest-signal resume keywords

Customer Service BackgroundMortgage Industry KnowledgeBilingual SkillsSoftphone ProficiencyMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

10-Key ProficiencyBasic Understanding of Reverse Mortgage ProductAbility to Make 100+ Dials Per DaySales CRM UpdateQualifying Customers

Soft Skills

Excellent Written Communication SkillsExcellent Verbal Communication SkillsOrganizedPerformance-Driven

Tools & Technologies

Sales CRMSoftphone

Industry Keywords

Reverse MortgageLoan-to-ValueHomeownershipOutbound CallsInbound Calls

About the role

Key responsibilities & impact

Answer inbound calls from customers seeking information about reverse mortgages
Initiate outbound calls to potential customers
Create interest in the reverse mortgage program
Qualify customers according to program guidelines, including age, loan-to-value, and homeownership
Transfer interested and qualified customers to the sales team
Create follow-up appointments
Mail information packets to customers
Update the Sales CRM with notes for each transaction
Create sales opportunities for the Retail Sales team

Requirements

What you’ll need

Basic computer skills, including MS Office
10-key proficiency
Softphone proficiency
Customer service background
Basic understanding of the reverse mortgage product
Mortgage industry knowledge
Bilingual skills are a plus
Organized and performance-driven
Excellent written and verbal communication skills
Ability to make 100+ dials per day
Ability to meet business-defined production metrics
Training will be held in the Houston office

Benefits

Comp & perks

Best-in-class medical, dental, and vision plans
HSA and FSA
Generous paid time off
Paid holidays
Company-paid life insurance
Competitive 401(k) match
Voluntary products and discounts
Top-notch training
Clear career paths
Professional growth opportunities
Team-building events
Friendly competitions