Customer Relations Specialist

Evergreen Home Loans; Tempe, Northern (AZ, KY); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

9 paid holidays per year

Mortgage loan benefit

Medical/dental/vision coverage

Job summary

Evergreen Home Loans in Tempe, AZ is seeking a Customer Relations Specialist to support loan servicing, handle calls, emails, and payments, and assist homeowners experiencing financial difficulty. The role emphasizes accuracy, compliance, and a wow customer experience.

You will work in a collaborative team within the loan servicing contact center, contributing to on-time and promised service. The position requires 1-2 years in customer service with mortgage servicing experience preferred and

Qualifications

• High school diploma or GED.
• 1-2 years in customer service/call center.
• Mortgage loan servicing experience preferred.
• Intermediate computer skills (Word, Excel, etc.).
• Experience with Loan Servicing Systems preferred.

Responsibilities

• Monitor and respond to customer emails and calls.
• Research and resolve inquiries and collect payments.
• Coordinate with internal departments and vendors on loan transactions.
• Advocate for customer needs and maintain relationships.
• Provide first call resolution and follow escalation protocols.
• Adhere to policy and procedures before providing information.
• Handle high volumes of calls and identify delinquency causes.
• Process payments and set up payment plans.
• Other duties as assigned.

Skills

Customer service

Call center

Mortgage loan servicing

Communication skills

Microsoft Office

Education

High school diploma or GED

Tools

Loan Servicing Systems

Microsoft Word

Excel

Job description

At Evergreen Home Loans®, we believe homeownership changes lives and we’re passionate about helping people achieve it while creating a “WOW” experience along the way. Our mission is simple: deliver On Time and As Promised® service while changing the world one relationship at a time.

We’re looking for talented, customer-focused professionals who care as deeply about people, teamwork, and service excellence as we do.

Evergreen has been recognized as one of the Puget Sound Business Journal’s Best Places to Work multiple years running and has earned national recognition as a certified Great Place to Work®. Most recently, Evergreen was named one of the 2025 Fortune Best Workplaces in Financial Services & Insurance™.

Evergreen has also earned recognition from Top Workplaces, most recently receiving the 2026 Industry Award for Financial Services, along with multiple Culture Excellence Awards recognizing our commitment to associate well-being, leadership, professional development, and workplace culture.

At Evergreen, our culture is built on integrity, family, growth, and fun. We believe that when associates feel supported, empowered, and inspired, they deliver extraordinary experiences for customers and business partners alike. When you join Evergreen, you become part of a collaborative, people-first organization that values creative thinking, professional growth, and meaningful relationships. We invest in our associates through leadership development, coaching, community involvement, and opportunities to grow your career while making a real impact.

• A supportive and relationship-driven culture
• Competitive compensation and comprehensive benefits
• 401(k) with company match
• Professional development and career growth opportunities
• A company committed to giving back to the communities we serve

Discover what’s possible with Evergreen.

The Customer Relations Specialist plays an important role in our loan servicing contact center by performing several activities supporting loan servicing functions and the needs of our internal and external customers. These activities include placing outbound and receiving inbound telephone calls as well as reviewing and sending written correspondence and electronic mail to and from customers. This role also performs loan system data entry and maintenance activities in our loan servicing. Additionally, using information found in our loan servicing systems, the Customer Relations Specialist research and answer inquiries, work to solve customer problems, request, and process loan payments, and offer assistance to homeowners experiencing financial difficulty. This position is also responsible for managing a queue of loans at risk of or in default to offer opportunities to resolve the delinquency.

The role is primarily responsible, under direct to moderate supervision, for providing accurate, friendly, and efficient customer service/collections activities within agreed upon service levels and in compliance with guidelines established by investors, company, state, and federal regulations.

Essential Duties and Responsibilities:

• Performs within established service levels and quality standards a variety of tasks related to customer communication and loan assistance including monitoring and responding to customer emails, answering incoming calls, placing outbound calls, and responding to customer voicemails.
• Research and resolve inquiries and collect and process payments for Customer Relations.
• Communicate with other internal departments and vendors about the status of loan transactions and/or borrower questions and open system tasks when required.
• Advocate for the customer’s needs and maintain internal and external customer relationships in a friendly and professional manner.
• Provide first call resolution by following department procedures and escalation protocol.
• Adhere to all customer identification verifications policies and procedures before providing information to individuals or third-party entities.
• Knowledge of programs available to assist borrowers in resolving delinquency.
• Understand required notifications, call attempts, inspections, and borrower responses during the default episode.
• Handle high volumes of incoming and outgoing calls following company procedures.
• Identify borrower challenges leading to the delinquency.
• Process payments, set up payment plans, offer applications, set response timelines, schedule call backs, and provide timely responses to borrower inquiries.
• Other duties as assigned.

Performance Expectations:

• Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
• Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
• Seek Feedback: Initiate regular and timely communication with fellow associates and Manager.
• Be willing to assume additional responsibilities/duties/projects as they arise.
• Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
• Perform all actions in accordance with policies and procedures of the company.
• Expected to meet productivity guidelines of the position.
• Effectively use software specific for the position and Microsoft office products.
• Work well with other members of the EHL team and be willing to fill in when needed.

Specific Skills/ Knowledge/ Abilities Required for Position:

• High school diploma or GED.
• 1-2 years in customer service/call center related field, minimum.
• Mortgage loan servicing experience, preferred.
• Intermediate skills in computer operation including word processing, spreadsheet, and specialty software (e.g., Microsoft Word, Excel, etc.) programs.
• Experience with Loan Servicing Systems, preferred.
• Strict adherence to work schedule times and deadlines.
• Detail oriented, organized, and flexible.
• Ability to thrive in a fast-paced, team-oriented environment.
• Exercise good judgment and strong character, motivated, hard working.
• Ability to work well with fellow associates, clients, and vendors.
• Good communication skills. Productive and professional work habits.

Physical Requirements:

• Ability to work in a fast-paced, occasionally noisy environment.
• May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.
• Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
• Requires all forms of dexterity and mobility throughout the shift.
• Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.

Benefits and Perks:

Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen’s 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.