Job Description

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

Qualifications

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.

Additional Information

• 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.

Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.