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Longbridge Financial, LLC (NMLS# 957935)

Sales Customer Service Representative, Remote

Longbridge Financial, LLC (NMLS# 957935)

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

Posted 11/3/2026full-timeRemote • New Jersey • United StatesMid-LevelSenior💰 $20 per hourWebsite

Core Competencies

Role fit
Core Competencies

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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

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Applicant Tracking System Keywords

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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