Concierge Service Representative (CSR) - Remote

AI overview

The primary role focuses on creating sales opportunities by engaging with customers about the reverse mortgage program through inbound and outbound calls.

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.

Working in a growing and dynamic industry
Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
401(k) with company match
Paid time off
This is an hourly non-exempt role
Target base salary range is $20 per hour which is based on various factors including skills and work experience.
In addition to base salary, this role is eligible for a competitive additional compensation program via commissions that is based on individual performance.
LBF is an EEO/AA/Vet/Disabled Employer
Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.

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Perks & Benefits Extracted with AI

Equity Compensation: 401(k) with company match
Health Insurance: Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
Paid Time Off: Paid time off