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We are proud to represent a fast-growing, client-focused mortgage brokerage in Irvine that is redefining the home financing experience. As a Customer Service Representative on a contract to permanent basis, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.
Job Responsibility:
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
Requirements:
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
Nice to have:
Mortgage Knowledge
What we offer:
Contract-to-permanent 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
Supportive Culture: Work with a team that values integrity, collaboration, and innovation
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