Sales Customer Service Representative (CSR) - Remote

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.
Required Skill Set:
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
Required Experience:
Basic computer skills (MS Office), 10-key, and Soft phone
Customer service background
Basic understanding of the reverse mortgage product
Mortgage industry knowledge
Bilingual a plus
Organized, performance driven
Excellent communication skills, both written and verbal
Training will be held in the Houston office.

Employment type
Full-time

Work arrangement
Yes