Remote opportunity at
Longbridge FinancialSales Customer Service Representative (CSR) - Remote
Longbridge Financial is recruiting a remote Sales Customer Service Representative to generate sales for its Retail Sales group. The company offers home equity products for older…
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About This Role
Longbridge Financial is recruiting a remote Sales Customer Service Representative to generate sales for its Retail Sales group. The company offers home equity products for older homeowners, and this post centers on the reverse mortgage program. Training happens at the Houston office. The representative takes calls from people with questions on the reverse mortgage program, and places outbound calls to prospects, with 100 or more dials expected each day. On…
Job Description
Longbridge Financial is recruiting a remote Sales Customer Service Representative to generate sales for its Retail Sales group. The company offers home equity products for older homeowners, and this post centers on the reverse mortgage program. Training happens at the Houston office.
The representative takes calls from people with questions on the reverse mortgage program, and places outbound calls to prospects, with 100 or more dials expected each day. On each call the rep sparks interest in the program, checks eligibility against guidelines such as owning the home and loan-to-value, and hands interested, qualified callers to the sales team. The role also covers booking follow-up appointments, sending information packets by mail, and logging notes on every interaction in the sales CRM.
Candidates need some computer proficiency with MS Office, a 10-key pad and a softphone, along with customer service history and a basic command of the reverse mortgage product and mortgage industry. Clear written and spoken communication and an organized, results-minded approach are needed. Speaking a second language is a bonus. The job pays hourly and is non-exempt, with a target base salary of $20 per hour, and commissions may be earned based on individual results.
Benefits include medical, dental and vision plans, FSA and HSA accounts, a selection of voluntary products and discounts, a 401(k) plan with an employer match, paid time off, paid holidays and company-paid life insurance.
Responsibilities
- Take inbound calls from customers seeking details on the reverse mortgage program.
- Place outbound calls to prospects, aiming for 100 or more dials per day.
- Generate interest in the program.
- Check callers against eligibility guidelines such as homeowner status and loan-to-value.
- Pass interested, eligible customers to the sales team.
- Schedule follow-up appointments and mail out information packets.
- Log notes about each transaction in the sales CRM.
- Hit the department's production targets.
Requirements
- Computer proficiency in MS Office, numeric keypad entry and softphone use.
- Background in customer service.
- Basic grasp of the reverse mortgage product.
- Knowledge of the mortgage industry.
- Strong written and verbal communication.
- Organized, with a focus on performance.
Qualifications
- Bilingual ability (helpful).
Core Skills
Benefits
- Medical, dental, vision, FSA and HSA options.
- Voluntary products and discounts.
- 401(k) plan with employer match.
- Paid time off and paid holidays.
- Company-paid life insurance.
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is the role remote?
The posting lists the role as remote, but training is held in the Houston office.
How is pay structured?
The role is hourly and non-exempt, with a target base salary of $20 per hour and possible commissions based on individual performance.
What are the main requirements?
Computer proficiency in MS Office, 10-key entry and softphone use, a customer service background, and basic knowledge of the reverse mortgage product and mortgage industry.
How many calls are expected?
Representatives are expected to be ready for 100 or more dials per day.
Is bilingual ability required?
Bilingual ability is an advantage, not a stated requirement.
Sample Interview Questions
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