Customer Service Representative - Mortgage Experience Required

Other Jobs To Apply

No other job posts for this day.

<p>Description</p><ul><li>Conduct outbound and inbound calls with mortgage clients to provide customer service support and discuss available solutions tailored to their needs. Educate customers on Reverse Mortgage features, benefits, and general program information in compliance with licensing and regulatory guidelines (excluding prohibited unlicensed activity).</li><li>Respond professionally to customer inquiries, concerns, and objections related to mortgage products and services.</li><li>Maintain accurate and detailed client records, including call notes, follow-up activity, and updated contact information, within the company’s proprietary CRM system.</li><li>Proactively manage client follow-ups and schedule appointments for Loan Officers</li><li>Utilize consultative communication techniques to address customer hesitation and overcome service- or product-related objections.</li><li>Support individual and team performance goals by meeting or exceeding established call volume, appointment-setting, and service benchmarks.</li><li>Provide timely documentation, reports, and customer feedback to Sales Leadership to help improve processes and reduce recurring objections.</li><li>Adhere to company policies, procedures, and compliance standards while delivering a high level of customer service.</li><li>Perform additional duties and responsibilities as assigned to support the ongoing needs of the organization.</li></ul><p>Requirements</p><ul><li>Previous experience with a Mortgage company is a must.</li><li>Must be computer savvy using applications like Microsoft Office, Windows PC, Salesforce, 5-9 phone system, etc.</li><li>Capacity for listening, dealing with confrontation, and overcoming objections.</li><li>Should possess good reading skills and have a clear speaking voice.</li><li>Customer-centric mentality.</li><li>Excellent verbal and written communication skills.</li><li>Works with the team; contributes to positive team environment.</li><li>Approaches others in a tactful manner; reacts well under pressure; accepts and adapts to frequent change.</li><li>Works with integrity and ethically; supports organization’s culture, goals, and values.</li><li>Adheres to work schedule.</li><li>High school diploma or general education degree (GED); and one to three years related experience and/or training; or equivalent combination of education and experience.</li></ul>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...