Communication Skills, Computer Systems, Corporate Policies, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Detail Oriented, Finance, High School Diploma, Interpersonal Skills, Maintain Compliance, Mortgage, Mortgage Regulations, Office Equipment, Organizational Skills, Physical Demands, Problem Solving Skills, Regulatory Requirements, Resolve Customer Issues, Spanish Language, Time Management, Work From Home
Job Summary
The Customer Service Agent in the mortgage industry is responsible for delivering excellent customer service to clients engaged in various stages of the mortgage process. This role involves addressing inquiries, providing information on mortgage products and services, and assisting customers with their needs.
Essential Duties:
- Respond to customer inquiries via phone regarding mortgage applications, account information, payments, and other related topics.
- Provide clear and accurate information to address customer queries and concerns.
- Investigate and resolve customer issues or concerns related to mortgage transactions promptly.
- Collaborate with internal departments to ensure timely and effective resolution.
- Develop a comprehensive understanding of mortgage products, services, and processes.
- Assist customers in understanding their mortgage terms, conditions, and options.
- Communicate effectively with customers, ensuring a positive and professional experience.
- Maintain accurate and detailed records of customer interactions.
- Document customer feedback, issues, and resolutions in the appropriate systems.
- Ensure compliance with company policies, procedures, and regulatory requirements.
- Stay informed about changes in mortgage industry regulations and policies.
- Regular, reliable and predictable attendance is an essential function of this position.
- Resolves customer inquiries and issues through via phone.
- Regular, reliable and predictable onsite attendance is an essential function of this role.
- This position is not eligible for remote work.
Knowledge Skills and Abilities
- Strong communication and interpersonal skills.
- Knowledge of basic mortgage processes and terminology.
- Detail-oriented with excellent organizational skills.
- Ability to navigate computer systems and customer relationship management (CRM) tools.
Education and Experience
- High school diploma or equivalent; some college coursework in business or finance is a plus.
- Previous experience in customer service, preferably in the mortgage industry.
Physical Requirements
- Stationary position; prolonged periods at a desk and working on the computer.
- Occasional movement about inside the office to walk to offices and office machinery.
Periodic lifting up to 10 pounds, must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday
Placement: Temporary through August 7th, 2026
Schedule: Full-time 10am-7pm (Mon-Saturday, with one weekday being a half day). Saturdays are 8:00am- 12:00 pm. Sundays off.
Pay: $19 - $21.00/hour (Spanish speaking: $22-$24)
Location: 80920