Mortgage Customer Service (Temp and Remote)

• Client Relationship Management: Build and maintain strong, long-lasting relationships with clients
• Lead Generation: Qualify and follow up on inbound leads, identifying client requirements and converting them into viable sales opportunities.
• Handle inbound and outbound calls as well as communicate via digital channels to manage customer queries, resolve issues, and offer product guidance.
• Maintain accurate records of customer interactions and opportunities in the CRM system.
• Collaboration: Work closely with the KAM in the field, underwriting and processing teams to ensure smooth mortgage applications and a high level of customer service.
• Compliance: Ensure all sales activities comply with industry regulations, company policies, and best practices.
• Provide feedback from customers to internal teams to help improve product/service offerings.

• Previously worked in the mortgage industry ideally telephone sales, account management, or customer service.
• Strong interpersonal and communication skills (verbal and written).
• Ability to build rapport and maintain long-term client relationships.
• Self-motivated and target-driven with a positive attitude.
• Proficient in CRM systems and Microsoft Office applications.
• Strong organizational and time management skills.
• Ability to handle objections and negotiate effectively.

Michael Page