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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 reverse mortgage programs .

Posted 10/26/2026full-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 meet production metrics. Bilingual skills and organizational abilities enhance communication and efficiency in customer interactions.

Highest-signal resume keywords
Customer Service BackgroundMortgage Industry KnowledgeSoft Phone ProficiencyExcellent Written And Verbal Communication SkillsAbility To Make 100+ Dials Per Day

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Basic Computer Skills10-Key ProficiencySales CRM UpdatesQualifying CustomersCreating Follow-Up Appointments
Soft Skills
OrganizedPerformance Driven
Tools & Technologies
MS OfficeSales CRM
Industry Keywords
Reverse Mortgage ProgramsSales OpportunitiesCustomer QualificationOutbound CallsInbound Calls

About the role

Key responsibilities & impact
  • Answer inbound calls from customers seeking information about reverse mortgage programs
  • 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 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, including MS Office
  • 10-key proficiency
  • Soft phone 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
  • Top-notch training and clear career paths
  • Team-building events and friendly competitions
  • Medical, dental, and vision insurance
  • HSA and FSA
  • Generous paid time off
  • Paid holidays
  • Company-paid life insurance
  • 401(k) with company match
  • Voluntary products and discounts
  • Competitive additional compensation program via commissions