Customer Service Representative Job at Robert Half (Ladera Ranch)

Job Description

We are looking for a Customer Service Representative to join a financial services team in California. This contract opportunity is well suited for someone who enjoys speaking with customers, gathering key information, and helping individuals move forward in the early stages of the loan process. The ideal candidate brings a service-focused mindset, strong communication skills, and the ability to stay organized in a fast-moving environment.

Job Responsibility

Speak with prospective borrowers to gather initial information and create a strong first impression during each interaction
Use a guided question process to evaluate basic lending qualifications such as income, credit profile, and borrowing intent
Record customer details accurately in internal platforms, including CRM and loan-related systems
Direct suitable applicants to the appropriate Loan Officer so the process can continue efficiently
Manage a steady mix of inbound and outbound calls while meeting daily productivity and conversion goals
Provide clear, effective communication that helps customers understand next steps and feel supported throughout the conversation
Maintain organized records and complete data entry tasks with a high level of accuracy and attention to detail

Requirements

At least 1 year of experience in customer service, call center support, or another client-facing role
Strong verbal communication skills with the ability to build trust and rapport quickly
Comfortable working in a high-volume call environment and following established workflows
Accurate data entry skills and close attention to detail when documenting customer information
Ability to handle inbound and outbound calls professionally and efficiently
Experience using customer management tools such as Salesforce or similar platforms is preferred
Background in mortgage or financial services is a plus, but not required