Sales Representative, Customer Service Representative
About The Position
At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here. Casual work environment Family-owned, Customer-focused Denver Post Top Workplace Top 50 Family-Owned Business Best of Colorado Business Inc. 5000 Fastest-growing Private Company JOB SUMMARY In this role you will be our customers' first point of contact, responsible for answering high volume inbound calls while maintaining a positive, and professional attitude towards customers at all times. Communicating with customers through various channels, generating sales leads and conversion, and transferring to a licensed mortgage consultant.
Requirements
- Proven experience in customer support or as a client service representative (e.g., call center, collections)
- Track record of meeting or exceeding quotas
- Strong phone etiquette and active listening skills
- Customer-focused mindset with the ability to adapt to different personalities
- Excellent communication and presentation skills
- Ability to multitask, prioritize, and manage time effectively
- High school diploma or equivalent
- Familiarity with CRM systems and best practices
Nice To Haves
- Bilingual in English/Spanish is a plus
Responsibilities
- Handle high-volume inbound and outbound calls professionally
- Address customer inquiries, complaints, accounting questions, and loan updates
- Generate sales leads for mortgage consultants and assist with lead conversion
- Support mortgage consultants by collecting and organizing customer documents accurately
- Identify and assess customer needs to ensure superior satisfaction
- Schedule appointments for closings and files at various stages of the mortgage process
- Build sustainable relationships of trust through open communication via phone, email, and text
- Meet individual and team sales targets and call handling quotas
- Follow company communication procedures, guidelines, and policies
- Engage with customers proactively, collecting and implementing feedback efficiently
- Manage lead pipelines to ensure conversion and follow-up
- Availability to work flexible hours: 5:00 AM – 8:00 PM MST (Mon–Fri) and 8:00 AM – 5:00 PM MST (Sat–Sun)
Benefits
- Medical, Dental, Vision, 401k
- Paid time off and sick days
- Paid holidays
- Long-term paid disability
- Paid maternity and bonding leave
- Full desk equipment provided
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
