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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 fitCore Competencies
Use this summary to align your resume positioning with the role.
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
Tailor your resumeApplicant 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