Longbridge Financial
Financial Services
SalesCustomerServiceRepresentative(CSR)
Neural analysis suggests this role is
optimal for entry candidates.
“Sales Customer Service Representative (CSR) at Longbridge Financial. Skills: Sales opportunities, Customer qualification. Answer inbound calls. Initiate outbound calls”
What You'll Achieve.
Meet business defined metrics of production
Industry & Context.
Training in Houston office
What They're Looking For.
Must Have
Basic computer skills, 10-key, Soft phone, Customer service background, Basic understanding of reverse mortgage product, Organized, Performance driven, Excellent communication skills
Nice to Have
Bilingual a plus, Mortgage industry knowledge
What You'll Do.
Initiate outbound calls
Create interest in reverse mortgage program
Qualify customer to meet program guidelines
Transfer interested and qualified customer
Create appointments for follow up
Mail information packets to customers
Update the Sales CRM with notes
How You'll Work.
Communication Scope
Written communication; Verbal communication
Full Job Description
At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity. As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined. And we don’t just do it well, we do it really well. With an “Excellent” rating on Trustpilot and over a thousand customer testimonials, we’ve earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way. But it’s not just our customers who love us—our team does, too! We’ve been named a Great Place to Work® three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins. Why Longbridge? At Longbridge, we don’t just offer jobs, we offer careers that grow with you. Here’s why you’ll love being part of our team: * Grow With Us – We’re big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do. * A Culture That Clicks – We work hard, but we have fun doing it! Whether it’s team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like “just work.” * Benefits That Have Your Back – We’ve got you covered with best-in-class health plans (medical, dental, vision, HSA, and FSA), generous PTO, paid holidays, company-paid life insurance, and a competitive 401(k) match. Because taking care of our team is just as important as taking care of our customers. If you’re looking for a place where your work truly makes a difference, we’d love to have you on board. Apply today and let’s do great things together! The primary role of the CSR will be to create sales opportunities for the Retail Sales team. This will be acco
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