Note: The job is a remote job and is open to candidates in USA. 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 handling inbound calls and making outbound calls to potential customers regarding the reverse mortgage program.

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

Skills

• 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
• Bilingual a plus

Benefits

• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off
• Competitive additional compensation program via commissions that is based on individual performance

Company Overview