Experienced Customer Service Representative - Mortgage Loan Origination Process
At careerzynith, we're committed to providing exceptional customer experiences that exceed expectations. As a Customer Service Representative, you'll play a vital role in our Inside Loan Agent Division, assisting customers with initial interest in home loan refinancing or new home mortgage loans. If you're passionate about helping customers achieve their financial goals and possess excellent communication skills, we encourage you to apply for this exciting opportunity.
**About careerzynith**
careerzynith is a leading organization in the mortgage industry, dedicated to providing innovative solutions for home loan refinancing and new home mortgage loans. Our team is passionate about delivering exceptional customer experiences, and we're committed to fostering a culture of excellence, innovation, and teamwork. As a remote-based organization, we offer the flexibility and autonomy to work from the comfort of your own home, while still being part of a dynamic and supportive team.
**Job Summary**
As a Customer Service Representative, you'll be responsible for making outbound calls to potential customers, gathering information about their financial situation and goals, and educating both customers and loan officers about the next steps in the loan origination process. You'll also be responsible for setting realistic expectations, inputting data into our computer system, and disposing of customer files appropriately. If you're a motivated and customer-focused individual with excellent communication skills, we encourage you to apply for this exciting opportunity.
**Responsibilities**
* Engage in conversation and establish rapport with customers via email and outbound telephone communication
* Inquire and gather information as it relates to a customer's financial situation and financial goals
* Educate both customers and loan officers about next steps for a customer's file
* Set realistic expectations for both loan officers and customers in order to maximize customer satisfaction
* Input data into computer system as it relates to information gathered for the mortgage loan
* Disposition customer files appropriately depending on the interest and ability of customers to proceed with being connected with a Loan Officer to continue the loan origination process
* Other duties may be assigned
**Qualifications**
* 1-2 years of customer service, call center, or sales experience
* Ability to effectively communicate with customers
* Excellent customer service skills
* Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
* Passionate about helping customers achieve financial goals
**Desired Education/Experience**
* One or more years' of office or inside customer service / call center experience preferred
* 1 or more years of experience working in the mortgage or real estate industry preferred
* 1+ years of customer service and/or sales experience preferred
* High School Diploma or equivalent; some college preferred
**Work Authorization**
* Must be able to verify identity and employment eligibility to work in the U.S.
**Physical Demands**
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
* Must be able to lift up to ten pounds
* Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information
* VISION: See in the normal visual range with or without correction
* HEARING: Hear in the normal audio range with or without correction
**Benefits**
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
* Work from home
**Experience Level**
* 1 year
**Shift**
* 8 hour shift
**Weekly Day Range**
* Monday to Friday
* Rotating weekends
* Weekends as needed
**Work Setting**
* Remote
**Experience**
* Call center: 1 year (Required)
* Automatic dialer: 1 year (Required)
* Outbound Calls: 1 year (Required)
* Customer Service: 1 year (Required)
**Work Location**
* Remote
**How to Apply**
If you're a motivated and customer-focused individual with excellent communication skills, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications. We can't wait to hear from you!
**careerzynith is an equal opportunity employer and welcomes applications from diverse candidates.**
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Join our team at careerzynith!
As a Customer Service Representative, you'll play a vital role in our Inside Loan Agent Division, assisting customers with initial interest in home loan refinancing or new home mortgage loans.
About careerzynith
careerzynith is a leading organization in the mortgage industry, dedicated to providing innovative solutions for home loan refinancing and new home mortgage loans.
Responsibilities
Engage in conversation and establish rapport with customers via email and outbound telephone communication
Inquire and gather information as it relates to a customer's financial situation and financial goals
Educate both customers and loan officers about next steps for a customer's file
Set realistic expectations for both loan officers and customers in order to maximize customer satisfaction
Input data into computer system as it relates to information gathered for the mortgage loan
Disposition customer files appropriately depending on the interest and ability of customers to proceed with being connected with a Loan Officer to continue the loan origination process
Other duties may be assigned
Qualifications
1-2 years of customer service, call center, or sales experience
Ability to effectively communicate with customers
Excellent customer service skills
Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
Passionate about helping customers achieve financial goals
Desired Education/Experience
One or more years' of office or inside customer service / call center experience preferred
1 or more years of experience working in the mortgage or real estate industry preferred
1+ years of customer service and/or sales experience preferred
High School Diploma or equivalent; some college preferred
Work Authorization
Must be able to verify identity and employment eligibility to work in the U.S.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Work from home
Experience Level
1 year
Shift
8 hour shift
Weekly Day Range
Monday to Friday
Work Setting
Remote
Experience
Call center: 1 year (Required)
Automatic dialer: 1 year (Required)
Outbound Calls: 1 year (Required)
Customer Service: 1 year (Required)
Work Location
Remote
How to Apply
Please submit your resume and a cover letter outlining your experience and qualifications.
```
Apply for this job
**About careerzynith**
careerzynith is a leading organization in the mortgage industry, dedicated to providing innovative solutions for home loan refinancing and new home mortgage loans. Our team is passionate about delivering exceptional customer experiences, and we're committed to fostering a culture of excellence, innovation, and teamwork. As a remote-based organization, we offer the flexibility and autonomy to work from the comfort of your own home, while still being part of a dynamic and supportive team.
**Job Summary**
As a Customer Service Representative, you'll be responsible for making outbound calls to potential customers, gathering information about their financial situation and goals, and educating both customers and loan officers about the next steps in the loan origination process. You'll also be responsible for setting realistic expectations, inputting data into our computer system, and disposing of customer files appropriately. If you're a motivated and customer-focused individual with excellent communication skills, we encourage you to apply for this exciting opportunity.
**Responsibilities**
* Engage in conversation and establish rapport with customers via email and outbound telephone communication
* Inquire and gather information as it relates to a customer's financial situation and financial goals
* Educate both customers and loan officers about next steps for a customer's file
* Set realistic expectations for both loan officers and customers in order to maximize customer satisfaction
* Input data into computer system as it relates to information gathered for the mortgage loan
* Disposition customer files appropriately depending on the interest and ability of customers to proceed with being connected with a Loan Officer to continue the loan origination process
* Other duties may be assigned
**Qualifications**
* 1-2 years of customer service, call center, or sales experience
* Ability to effectively communicate with customers
* Excellent customer service skills
* Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
* Passionate about helping customers achieve financial goals
**Desired Education/Experience**
* One or more years' of office or inside customer service / call center experience preferred
* 1 or more years of experience working in the mortgage or real estate industry preferred
* 1+ years of customer service and/or sales experience preferred
* High School Diploma or equivalent; some college preferred
**Work Authorization**
* Must be able to verify identity and employment eligibility to work in the U.S.
**Physical Demands**
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
* Must be able to lift up to ten pounds
* Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information
* VISION: See in the normal visual range with or without correction
* HEARING: Hear in the normal audio range with or without correction
**Benefits**
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
* Work from home
**Experience Level**
* 1 year
**Shift**
* 8 hour shift
**Weekly Day Range**
* Monday to Friday
* Rotating weekends
* Weekends as needed
**Work Setting**
* Remote
**Experience**
* Call center: 1 year (Required)
* Automatic dialer: 1 year (Required)
* Outbound Calls: 1 year (Required)
* Customer Service: 1 year (Required)
**Work Location**
* Remote
**How to Apply**
If you're a motivated and customer-focused individual with excellent communication skills, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications. We can't wait to hear from you!
**careerzynith is an equal opportunity employer and welcomes applications from diverse candidates.**
```html
Join our team at careerzynith!
As a Customer Service Representative, you'll play a vital role in our Inside Loan Agent Division, assisting customers with initial interest in home loan refinancing or new home mortgage loans.
About careerzynith
careerzynith is a leading organization in the mortgage industry, dedicated to providing innovative solutions for home loan refinancing and new home mortgage loans.
Responsibilities
Engage in conversation and establish rapport with customers via email and outbound telephone communication
Inquire and gather information as it relates to a customer's financial situation and financial goals
Educate both customers and loan officers about next steps for a customer's file
Set realistic expectations for both loan officers and customers in order to maximize customer satisfaction
Input data into computer system as it relates to information gathered for the mortgage loan
Disposition customer files appropriately depending on the interest and ability of customers to proceed with being connected with a Loan Officer to continue the loan origination process
Other duties may be assigned
Qualifications
1-2 years of customer service, call center, or sales experience
Ability to effectively communicate with customers
Excellent customer service skills
Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
Passionate about helping customers achieve financial goals
Desired Education/Experience
One or more years' of office or inside customer service / call center experience preferred
1 or more years of experience working in the mortgage or real estate industry preferred
1+ years of customer service and/or sales experience preferred
High School Diploma or equivalent; some college preferred
Work Authorization
Must be able to verify identity and employment eligibility to work in the U.S.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Work from home
Experience Level
1 year
Shift
8 hour shift
Weekly Day Range
Monday to Friday
Work Setting
Remote
Experience
Call center: 1 year (Required)
Automatic dialer: 1 year (Required)
Outbound Calls: 1 year (Required)
Customer Service: 1 year (Required)
Work Location
Remote
How to Apply
Please submit your resume and a cover letter outlining your experience and qualifications.
```
Apply for this job