Mortgage Servicing Customer Service Representative Job at Robert Half (Indianapolis)

Customer Service Representative

This role involves delivering excellent customer service in a financial services...

Location

United Kingdom , Epsom

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

Job Responsibility

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features

What we offer

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Fulltime

Customer Service Representative

Location

United States , New Orleans

Salary:

Not provided

Standard Mortgage

Expiration Date

Until further notice

Requirements

High School Diploma -Bachelor’s degree in business administration preferred
Call center experience in mortgage lending or related field
Experienced with in person customer interactions
Proficient with Microsoft Office software and phone systems

Job Responsibility

Provide excellent customer service by delivering solutions to customer issues
Contribute to team effort
Interact with various departments to find appropriate solutions

What we offer

group medical
dental and vision plans
401(k)
Flex Spending Plan
Life Insurance
AD&D Insurance
Paid Time Off

Fulltime

Customer Service Representative

We are looking for a dedicated Customer Service Representative to join our team ...

Location

United States , Hermitage

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in customer service, ideally within the mortgage, banking, or financial services sectors
Strong communication skills, both verbal and written, with the ability to convey information clearly
Ability to handle multiple tasks in a dynamic environment and adapt quickly to changes
Excellent attention to detail and organizational skills
Familiarity with call tracking systems or customer management platforms is preferred
A proactive approach to problem-solving and customer resolution
Commitment to providing excellent client service and maintaining strong working relationships

Job Responsibility

Respond to inbound calls from mortgage clients, answering questions and resolving issues related to loan statuses and documentation
Make outbound calls to new customers, introducing services and guiding them through the mortgage process
Accurately document customer interactions and ensure all records are updated in the system
Collaborate with internal departments to address client concerns and escalate complex matters as needed
Stay informed about mortgage products, company policies, and regulations to ensure compliance and accurate communication
Deliver a positive and detail-oriented experience to every customer, maintaining a high standard of service
Assist in identifying and resolving customer service challenges efficiently and effectively

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New