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Responsibilities:
- Engage in conversation and establish rapport with customers via email and outbound telephone communication.
- Inquire and gather information related to a customer's financial situation and goals.
- Educate customers and loan officers about next steps for a customer's file.
Qualifications:
- 1-2 years of customer service, call center, or sales experience.
- Ability to effectively communicate and provide excellent customer service.
- Proficiency with Microsoft Office programs such as Word, Excel, and Outlook.
Other:
- Must be able to work on Pacific Time with start times between 5am-9:45am PST.
- Must be able to lift up to ten pounds and perform office-related physical tasks.