Source Job

US

  • Answer inbound calls from customers about the reverse mortgage program.
  • Initiate outbound calls to potential customers and qualify them.
  • Transfer interested and qualified customers to the sales team.

Computer Skills Customer Service Communication Skills MS Office

20 jobs similar to Concierge Service Representative (CSR)

Jobs ranked by similarity.

$17–$17/hr
US

  • Work as a liaison between the NAF borrower and NAF Loan Officer.
  • Build rapport on initial call, take detailed notes, communicate outcome, and follow up with leads as needed.
  • Exceed minimum standards for level of effort and transfer performance.

They connect borrowers who are eligible for a refinance or are in the market for a new home with a Loan Officer. The company's culture involves effectively communicating with customers and Loan Officers through email, chat, and telephone conversations, and providing a high level of customer service.

US

  • Coordinate scheduling assignments between signing agent, borrower, and clients.
  • Handle incoming calls from signing agents, borrowers, and clients regarding scheduling.
  • Complete requests for reschedules and cancellations.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with various services related to loans. Their entrepreneurial mindset drives innovation and diversification, with a commitment to cultural values known as "The 5 C's".

  • Handles inbound customer leads and generates sales appointments.
  • Answers inbound calls, builds rapport quickly, and qualifies opportunities.
  • Documents conversations in CRM and schedules appointments efficiently.

TN Homebuyers is Nashville’s leading real estate buyer. Their business is purpose-driven, guided by core values like Team First and Trustworthy, fostering a fun, family-oriented, ambitious culture where contributions are valued and growth is supported.

US

  • Handle customer inquiries and analyze payment history.
  • Communicate account statuses and recommend solutions.
  • Maintain accurate records of customer interactions.

Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. As a Great Place to Work certified company, they have been in business for over 35 years and work with well-known brands.

US

  • Answer incoming calls and schedule design consultations.
  • Provide an exceptional customer experience with each call.
  • Accurately enter customer information into the database.

Great Day Improvements is a company that focuses on customer care. We are growing and seeking friendly, upbeat people to join our team, suggesting a collaborative and positive work environment.

US

  • Manage a steady flow of inbound and outbound calls with potential clients and their families.
  • Listen deeply to client needs and match them to the right care solutions.
  • Clearly communicate our services, ask for commitment, and schedule follow-up consultations.

Honor Technology's mission is to change the way society cares for older adults. As a leader in aging care innovation, Honor provides the technology, tools, and services that empower older adults to live life on their own terms. Together, Honor and Home Instead are setting a new standard for aging in place.

US

  • Respond to incoming calls efficiently and effectively.
  • Answer general questions from patients and confirm, schedule, and reschedule appointments.
  • Update patient demographics and collect/verify insurance information.

Vision Innovation Partners aims to protect and restore vision, focusing on great patient outcomes and experiences. They offer opportunities for growth and development, fostering a culture centered on shared values.

US

  • Possess strong oral and written communications skills.
  • Exhibit excellent interpersonal skills using tact, patience, and courtesy.
  • Thoroughly and efficiently gather customer information, assess, and fulfill customer needs and educate customers where applicable.

SMI is a leading provider in government payment solutions, developing state-of-the-art solutions and running complex human services operations. With over 53 years in operation as a family-owned business, SMI has grown to over 600 employees across the country, and considers its employees and customers as part of their extended family.

Sales Caller

Wing
$885–$1,270/mo
Global

  • Reach out to customers to provide information about products or services, sell offerings, or solicit donations.
  • Qualify leads over the phone and insert the respective information into a CRM system.
  • Coordinate and follow up on customer appointments and rescheduling

Wing is redefining the future of work for companies worldwide. They are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot.

US

  • Handle a queue of loan applications, ensuring compliance with established quality standards for processing
  • Receive inbound calls from customers regarding their loan application and initiate outbound calls to verify details
  • Resolve customer issues efficiently through phone, email, or fax communication channels and keep customer accounts meticulously updated

Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. Being a values-driven organization is at the core of Enova’s success, creating an environment of inclusion and culture where employees can thrive.

Global

  • Responding to customer queries in a timely & effective manner.
  • Documenting & logging issues, customer compliments & complaints.
  • Helping customers go through our application flow when required.

They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.

US

  • Provide helpful and caring customer service over high volume inbound and outbound client phone calls.
  • Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking.
  • Develop and maintain positive client relations and work collaboratively with other departments.

Beyond Finance helps everyday Americans escape debt and step into a brighter financial future through individualized care and supportive technology. They've helped over 1 million clients and have a forward-thinking, rapidly growing organization focused on helping people.

US

  • Perform outbound calls to schedule mobile service appointments.
  • Act as a consultant for dealerships, helping adjust mobile service offerings.
  • Track appointments and provide recommendations for increasing mobile service volume.

MSX has partnered with vehicle manufacturers, retailers, and mobility organizations for over 30 years. They help clients transform their businesses and manage operations with global teams, industry expertise, and technology, delivering tailored solutions and services.

US

  • Act as a trusted expert for clients navigating loan registration and AUS processes
  • Strengthen client engagement and long-term partnership success
  • Provide advanced operational support and solutions for complex mortgage scenarios

eLEND modernizes mortgage operations through governance, risk management, and infrastructure. Their Client Success team supports partners with expertise, transparency, and operational excellence.

$52,400–$88,000/yr
US

  • Supervise the performance of Call Center Teams to ensure Customer Experience Specialists meet or exceed performance standards.
  • Manage daily operations of the customer service team and provide feedback by monitoring all correspondence, including chats and emails.
  • Oversee, mentor, advise, and develop Customer Experience Specialists while consistently upholding professional conduct and respect.

LoanCare is a leading full-service mortgage loan subservicer that delivers excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by Fidelity National Financial (NYSE: FNF), they offer a career foundation built on integrity, innovation, and collaboration.

  • Research, verify and resolve inquiries related to Oregon Health Plan (OHP) or Medicare eligibility.
  • Respond and assist members with Primary Care Provider (PCP) assignments and explain OHP or Medicare benefit coverage.
  • Collaborate with providers, Division of Medical Assistance Programs (DMAP), and members to ensure effective customer service and the resolution of any health plan issues that arise.

CareOregon is a nonprofit, mission-driven health plan focused on providing care to low-income Oregonians. We are an equal opportunity employer that greatly encourages military veterans to apply and considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status.

US

  • Reviews incoming loans for TRID compliance and documentation.
  • Communicates deficiencies with internal and external customers.
  • Enters loan submission data to generate disclosures.

PRMG is a mortgage company that offers a range of mortgage products and services. They are committed to providing their employees with opportunities for growth and advancement.

2w PTO

  • Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
  • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
  • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.

Ignitist Inc, which is part of the Trucordia Insurance Services Network, provides insurance solutions to help veterans, disabled Americans, and underserved populations get access to the healthcare they need. Ignitist Inc is building a virtuous network with non-profit groups, insurance carriers and providers who share our passion for improving the quality of life for those who need it most.

US

  • Assist clients with hotel reservations, hospitality services, and travel planning.
  • Provide accurate details on hotel amenities, pricing, and availability.
  • Manage and update booking details and guest profiles.

Destination Knot appears to be in the travel and hospitality industry, offering remote opportunities. The company values customer service and provides full training for its employees.

US

  • Manage multiple channel interactions professionally and efficiently.
  • Effectively present products/services to providers with integrity, understanding, and accuracy.
  • Focus on provider retention through first call resolution and maintain positive relationships.

Capital Blue Cross promises to go the extra mile for its team and community. Employees consistently vote it one of the “Best Places to Work in PA”, valuing professional/personal growth by investing heavily in training and continuing education.