Concierge Service Representative (CSR) - Remote

Longbridge Financial • Paramus, NJ

5h • $20 • Remote

About The Position

The primary role of the CSR will be to create sales opportunities for the Retail Sales team. This will be accomplished by answering inbound calls to Longbridge Financial from customers wanting to obtain information about the reverse mortgage program and by initiating outbound calls to potential customers. The agent should be prepared to make 100+ dials per day. They will also be expected to meet business defined metrics of production.

Requirements

• 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

Nice To Haves

• Bilingual a plus

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

Benefits

• Medical
• Dental
• Vision
• FSA/HSA
• wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees