Customer Service Representative

• Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships
• Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership
• Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service

• At least one year of experience in administrative or clerical work, with a focus on customer service
• Strong proficiency in handling inbound and outbound calls professionally and efficiently
• Familiarity with Salesforce or similar platforms is highly preferred
• Excellent communication skills, both verbal and written, to interact effectively with customers and team members
• Ability to manage multiple tasks and prioritize responsibilities in a fast-paced setting
• A college degree is preferred but not required
• Commitment to delivering high-quality service and fostering positive customer relationships
• Sales Savvy: Strong communication and relationship-building skills with a passion for helping people
• Goal-Oriented: Motivated by targets and thrives in a fast-paced environment
• Tech-Comfortable: Experience with CRM systems and digital communication tools

Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services

• Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications)
• Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!
• Supportive Culture: Work with a team that values integrity, collaboration, and innovation
• Impactful Work: Help clients achieve one of life’s biggest milestones homeownership
• Competitive Compensation: Base pay plus performance incentives once hired on
• Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
• Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan