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Sales Customer Service Representative, Remote
Longbridge Financial, LLC (NMLS# 957935). Answer inbound calls from customers seeking information about the reverse mortgage program .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and sales processes, with a strong understanding of reverse mortgage products and the ability to effectively communicate with clients. Proficient in managing customer interactions and maintaining accurate records in a Sales CRM.
Highest-signal resume keywords
Customer Service BackgroundReverse Mortgage KnowledgeSales CRM ProficiencyBilingual CommunicationPerformance Driven
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Basic Computer SkillsMS Office10-KeySoft Phone ProficiencyUnderstanding of Reverse Mortgage ProductMortgage Industry KnowledgeAbility to Make 100+ Dials Per DayMeeting Production Metrics
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationOrganizational Skills
Tools & Technologies
Sales CRM
Industry Keywords
Reverse Mortgage ProgramCustomer QualificationOutbound CallsInbound CallsInformation Packets
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 interest in the reverse mortgage program
- Qualify customers according to program guidelines, including age, LTV, 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- Best-in-class medical, dental, and vision health plans
- HSA and FSA
- Generous paid time off
- Paid holidays
- Company-paid life insurance
- Competitive 401(k) match
- Voluntary products and discounts
- Training and clear career paths
- Professional growth opportunities
- Team-building events and friendly competitions
- Commission-based additional compensation program