Sales Customer Service Representative (CSR) -… at Longbridge… · 945…

Summary: Longbridge Financial is a leading provider of home equity solutions for seniors, dedicated to helping older homeowners maximize their home equity. The Sales Customer Service Representative (CSR) will create sales opportunities by answering inbound calls and initiating outbound calls to potential customers, while meeting defined production metrics. Responsibilities: - Answer incoming calls - Initiate outbound calls - Create interest in reverse mortgage program - Qualify customer to meet program guidelines (AGE, LTV, Homeowner) scripted - Transfer interested and qualified customer to sales team - Create appointments for follow up - Mail information packets to customers - Update the Sales CRM with notes of each transaction Required Qualifications: - Basic computer skills (MS Office), 10-key, and Soft phone - Customer service background - Basic understanding of the reverse mortgage product - Mortgage industry knowledge - Organized, performance driven - Excellent communication skills, both written and verbal Preferred Qualifications: - Bilingual a plus Required Skills: Reverse mortgage product knowledge, Mortgage industry knowledge, Microsoft Office, 10-key, Soft phone usage, Sales CRM Benefits: Best-in-class health plans (medical, dental, vision, HSA, and FSA), Generous PTO, Paid holidays, Company-paid life insurance, Competitive 401(k) match