Sales Customer Service Representative, Remote

Longbridge Financial, LLC (NMLS# 957935)

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

Posted 10/12/2026full-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 the reverse mortgage product and the ability to meet production metrics. Capable of effectively communicating with customers and managing follow-up appointments while utilizing CRM tools.

Highest-signal resume keywords

Customer Service BackgroundMortgage Industry KnowledgeExcellent Communication SkillsSoft Phone ProficiencyAbility to Make 100+ Dials Per Day

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic Computer Skills10-Key ProficiencySales CRM ManagementQualifying CustomersGenerating Sales Opportunities

Soft Skills

OrganizedPerformance Driven

Tools & Technologies

MS OfficeSales CRM

Industry Keywords

Reverse Mortgage ProgramHomeowner StatusLTVOutbound CallsInbound Calls

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
Generate interest in the reverse mortgage program
Qualify customers according to program guidelines, including age, LTV, and homeowner status
Transfer interested and qualified customers to the sales team
Create follow-up appointments
Mail information packets to customers
Update the Sales CRM with notes from each transaction

Requirements

What you’ll need

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

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
FSA/HSA
Wide array of voluntary products and discounts
401(k) with company match
Paid time off
Paid holidays
Company-paid life insurance
Professional growth and training
Clear career paths
Team-building events
Friendly competitions
Full benefits