Concierge Service Representative (CSR) - Remote

Job Description

Company Description

Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and partners.

Recognized as an Industry Changemaker, Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward. In fact, we are now a top 2 reverse mortgage lender.

Why work with us?

At Longbridge Financial, “We do the right thing” is more than a mantra, it’s our guarantee. We want to attract the best and brightest—that’s why we’re committed to giving our employees the support they need and the respect they deserve. We offer competitive compensation packages and benefits, as well as a strong marketing and operations foundation. Join us for a rewarding career with remarkable growth potential. Ready to be changemaker and be a part of a team to help propel Longbridge to number one?Job Description

Longbridge is excited to be adding to our amazing Concierge Service Representative (CSR) team. We will be having a training class starting in Mid-May of 2024, we have several spots to fill – don’t wait they go fast.

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

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

Full benefits

401(k) with company match

Paid time off

Working in a growing and dynamic industry

LBF is an EEO/AA/Vet/Disabled Employer