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Experience Level
Entry Level
Qualifications
Required Skills and Experience:Proficiency in basic computer skills (MS Office), 10-key, and soft phone technology.Experience in customer service roles.Fundamental understanding of reverse mortgage products.Knowledge of the mortgage industry.Bilingual candidates are encouraged to apply.Strong organizational skills and a performance-driven mindset.Exceptional communication skills, both written and verbal.Training sessions will take place in our Houston office.
About the job
As a Concierge Service Representative (CSR) at Longbridge Financial, your primary responsibility will be to generate sales opportunities for our Retail Sales team. You will achieve this by handling inbound calls from customers seeking information about our reverse mortgage program and by proactively making outbound calls to potential clients. Be prepared to make over 100 calls daily while meeting defined production metrics.
Key Responsibilities:
Respond to incoming calls in a professional manner.
Initiate outbound calls to engage potential customers.
Generate interest in the reverse mortgage program.
Assess customer eligibility based on program guidelines (AGE, LTV, Homeowner) using a scripted format.
Transfer qualified customers to the sales team.
Schedule follow-up appointments.
Send informational packets to customers.
Document transaction notes in the Sales CRM.
About Longbridge Financial
At Longbridge Financial, we are dedicated to empowering seniors by helping them leverage one of their most valuable assets—their home equity. As a premier provider of home equity solutions for older homeowners, we are committed to enabling our clients to enjoy a fulfilling retirement by maximizing their investments. Our customer-centric approach has earned us an 'Excellent' rating on Trustpilot, supported by numerous positive testimonials attesting to our seamless and supportive service. Additionally, we have been recognized as a Great Place to Work® for three consecutive years, reflecting our belief that a happy team leads to happy customers.
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Entry Level
Qualifications
Required Skills and Experience:Proficiency in basic computer skills (MS Office), 10-key, and soft phone technology.Experience in customer service roles.Fundamental understanding of reverse mortgage products.Knowledge of the mortgage industry.Bilingual candidates are encouraged to apply.Strong organizational skills and a performance-driven mindset.Exceptional communication skills, both written and verbal.Training sessions will take place in our Houston office.
About the job
As a Concierge Service Representative (CSR) at Longbridge Financial, your primary responsibility will be to generate sales opportunities for our Retail Sales team. You will achieve this by handling inbound calls from customers seeking information about our reverse mortgage program and by proactively making outbound calls to potential clients. Be prepared to make over 100 calls daily while meeting defined production metrics.
Key Responsibilities:
Respond to incoming calls in a professional manner.
Initiate outbound calls to engage potential customers.
Generate interest in the reverse mortgage program.
Assess customer eligibility based on program guidelines (AGE, LTV, Homeowner) using a scripted format.
Transfer qualified customers to the sales team.
Schedule follow-up appointments.
Send informational packets to customers.
Document transaction notes in the Sales CRM.
About Longbridge Financial
At Longbridge Financial, we are dedicated to empowering seniors by helping them leverage one of their most valuable assets—their home equity. As a premier provider of home equity solutions for older homeowners, we are committed to enabling our clients to enjoy a fulfilling retirement by maximizing their investments. Our customer-centric approach has earned us an 'Excellent' rating on Trustpilot, supported by numerous positive testimonials attesting to our seamless and supportive service. Additionally, we have been recognized as a Great Place to Work® for three consecutive years, reflecting our belief that a happy team leads to happy customers.