Customer Service Representative

• Respond to incoming calls from mortgage customers, answer questions, and provide clear guidance on loan progress, required documents, and process steps
• Make outbound calls to newly onboarded mortgage clients to welcome them, verify important details, and outline what to expect next
• Enter complete and accurate notes for every customer interaction in the appropriate system to maintain reliable records
• Work closely with mortgage operations and other internal teams to address client concerns and route more complex matters for further review when needed
• Communicate with customers in a clear, service-focused manner that builds confidence and supports a positive experience
• Apply knowledge of mortgage-related procedures, company guidelines, and compliance expectations during daily customer interactions
• Manage a steady volume of calls and service tasks while maintaining accuracy, responsiveness, and attention to detail

• Prior experience in customer service, ideally within mortgage, banking, call center, or broader financial services settings
• Strong verbal and written communication skills with the ability to explain information clearly to customers
• Ability to handle inbound and outbound calls efficiently while maintaining a high level of professionalism
• Comfortable managing multiple priorities in a fast-paced work environment
• Strong organizational skills and close attention to detail when documenting customer activity
• Ability to learn procedures quickly and adapt to changing business needs during a short-term assignment

Experience with customer service systems, call tracking tools, or order entry platforms is preferred

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan