Longbridge Financial, LLC (NMLS# 957935)
Longbridge Financial, LLC (NMLS# 957935)
51 – 200 Darbuotojai
FinansaiNekilnojamasis turtas
Longbridge Financial, LLC specializes in reverse mortgages, helping older adults understand options for using home equity in retirement. Its offerings include Home Equity Conversion Mortgages (HECMs) and Longbridge Platinum. The company’s work centers on explaining mortgage choices and guiding clients through decisions about retirement finances. Its profile places the business in finance and real estate; no specific hiring context is provided.

Remote Sales and Customer Service Representative

Support Longbridge Financial’s reverse mortgage customers by answering inquiries, qualifying leads, and arranging handoffs to the Retail Sales team. The role handles inbound and outbound calls, follow-up appointments, information packets, and CRM records.

Aprašymas

  • Respond to customer inquiries about the reverse mortgage program by phone
  • Call prospective customers to introduce the program
  • Develop sales opportunities for the Retail Sales team
  • Build prospective customers’ interest in the reverse mortgage program
  • Assess customer eligibility against program guidelines, including age, loan-to-value ratio, and homeownership status
  • Connect interested, qualified customers with the sales team
  • Schedule follow-up appointments
  • Send information packets to customers by mail
  • Record transaction notes in the Sales CRM

Reikalavimai

  • Use basic computer applications, including Microsoft Office
  • Demonstrate 10-key data entry proficiency
  • Use softphone systems proficiently
  • Bring a customer service background
  • Have a basic understanding of reverse mortgage products
  • Possess mortgage industry knowledge
  • Communicate effectively in writing and verbally
  • Work in an organized, results-oriented manner
  • Be able to place more than 100 calls per day
  • Meet business-defined production targets
  • Bilingual ability is a plus
  • Attend training at the Houston office

Privalumai

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Flexible spending and health savings account options
  • A range of voluntary products and discounts
  • 401(k) plan with company match
  • Paid time off
  • Paid holidays
  • Company-paid life insurance
  • Professional development and training
  • Defined career paths
  • Team-building activities
  • Friendly competitions
  • Full benefits package

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