Sales Customer Service Representative, Remote

Longbridge Financial, LLC (NMLS# 957935)

. Answer inbound calls from customers seeking information about the reverse mortgage program .

Posted 11/12/2026full-timeRemote • New Jersey • United StatesMid-LevelSenior💰 $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills and a basic understanding of reverse mortgage products, with the ability to effectively communicate and qualify customers based on program guidelines. Proficient in using CRM systems and meeting production metrics through organized and performance-driven efforts.

Highest-signal resume keywords

Customer Service BackgroundReverse Mortgage KnowledgeSales CRM ProficiencyBilingual CommunicationAbility To Meet Production Metrics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic Computer SkillsMS Office10-KeySoft Phone ProficiencyUnderstanding Of Reverse Mortgage Product

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationOrganizedPerformance Driven

Industry Keywords

Mortgage Industry KnowledgeSales OpportunitiesInbound CallsOutbound CallsCustomer Qualification

About the role

Key responsibilities & impact

Answer inbound calls from customers seeking information about the reverse mortgage program
Initiate outbound calls to potential customers
Create sales opportunities for the Retail Sales team
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

Requirements

What you’ll need

Basic computer skills (MS Office), 10-key, and soft phone
Customer service background
Basic understanding of the reverse mortgage product
Mortgage industry knowledge
Bilingual 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

Top-notch training and clear career paths
Team-building events and friendly competitions
Medical, dental, vision, HSA, and FSA plans
Generous paid time off
Paid holidays
Company-paid life insurance
Competitive 401(k) match
Voluntary products and discounts
Commission-based additional compensation program