Customer Service Representative III

Western Alliance Bank • Irvine, CA

1d • Onsite

About The Position

As a Customer Service Representative III, you will be handling customer inquiries regarding our mortgage loan products. You will also handle a high volume of inbound and outbound phone calls while delivering a high level of professionalism and customer service to our clients. Following a scripted presentation, you will perform a basic level of lead qualification. You will contact prospective clients to generate interest in our mortgage products. You will communicate effectively over the phone with the ability to escalate customer complaints and concerns to appropriate departments. You will field customer mortgage inquiries and generate potential interest in refinance opportunities. You will transfer potential leads to available Loan Officers. You will enter client data into the AmeriHome Mortgage Customer Relationship Management (CRM) System.

Requirements

• 1+ years of related experience in Inside Sales or similar field.
• High school diploma required.
• Entry level knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate speaking and writing communication skills.

Nice To Haves

• Bachelor's degree in related field preferred.

Responsibilities

• Handle customer inquiries regarding mortgage loan products.
• Handle high volume of inbound and outbound phone calls.
• Deliver a high level of professionalism and customer service.
• Perform basic lead qualification following a scripted presentation.
• Contact prospective clients to generate interest in mortgage products.
• Communicate effectively over the phone.
• Escalate customer complaints and concerns to appropriate departments.
• Field customer mortgage inquiries and generate potential interest in refinance opportunities.
• Transfer potential leads to available Loan Officers.
• Enter client data into the AmeriHome Mortgage Customer Relationship Management (CRM) System.

Benefits

• Competitive salaries
• Ownership stake in the company
• Medical and dental insurance
• Time off
• 401k matching program
• Tuition assistance program
• Employee volunteer program
• Wellness program
• Opportunity to bolster business knowledge
• Learning the ins and outs of how successful companies operate and manage their finances
• Invaluable hands-on experience to help grow your career

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees