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Key Responsibilities:
- Answer inbound calls and initiate outbound calls to potential customers.
- Qualify leads against program guidelines (age, LTV, homeowner) and transfer to sales team.
- Maintain accurate records in the sales CRM and mail information packets.
Required Experience:
- Basic computer skills (MS Office, 10-key, soft phone).
g- Customer service background and strong communication skills.
- Mortgage or reverse mortgage product knowledge preferred.
Additional Information:
- Full benefits including medical, dental, vision, FSA/HSA, and 401(k) match.
- Paid time off and paid holidays; hourly role with commission potential.
- Training held in Houston office; remote work from home position.
Longbridge Financial
Longbridge Financial provides home equity solutions for seniors, helping them access their home equity for retirement. With an "Excellent" Trustpilot rating and over a thousand testimonials, they've been named a Great Place to Work three years running, fostering a supportive and growth-oriented culture.