Sales Customer Service Representative (CSR) - Hybrid - Houston Office

Longbridge Financial•Houston, TX

7d•Hybrid

About The Position

The Sales Customer Service Representative creates sales opportunities for the Retail Sales team by answering inbound calls from customers seeking information about the reverse mortgage program and making outbound calls to potential customers. The role involves making 100 or more dials per day and meeting business-defined production metrics. The representative qualifies customers against program guidelines, transfers interested and qualified customers to the sales team, schedules follow-up appointments, sends information packets, and records transaction notes in the Sales CRM. Training is held in the Houston office. This is an hourly, non-exempt role with a target base salary of $20 per hour and eligibility for additional performance-based commissions.

Requirements

Basic computer skills, including MS Office.
Experience with 10-key and soft phone systems.
Customer service background.
Basic understanding of the reverse mortgage product.
Mortgage industry knowledge.
Organized and performance-driven.
Excellent written and verbal communication skills.

Nice To Haves

Bilingual skills.

Responsibilities

Answer incoming calls from customers seeking information about the reverse mortgage program.
Initiate outbound calls to potential customers, with an expectation of 100 or more dials per day.
Create customer interest in the reverse mortgage program.
Qualify customers against program guidelines, including age, loan-to-value, and homeowner status, using a script.
Transfer interested and qualified customers to the sales team.
Create appointments for follow-up.
Mail information packets to customers.
Update the Sales CRM with notes for each transaction.
Meet business-defined production metrics.