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

• Minimum of 1 year experience in administrative or clerical roles
• Proven customer service or call center experience, with strong communication skills
• Proficiency in handling inbound and outbound calls with professionalism
• Familiarity with Salesforce or similar CRM systems
• Ability to manage order entry tasks with attention to detail
• College degree preferred, though not mandatory
• Strong organizational skills and ability to multitask in a dynamic environment
• Demonstrated problem-solving skills and ability to adapt to customer needs
• 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

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