Customer Service Representative

Insight Global

Columbus (OH)

On-site

USD 25,000 - 29,000

Full time

14 days+

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Job summary

Insight Global is seeking a Customer Service Representative to support the mortgage team. You will call customers to determine if they want to purchase or refinance, collect necessary information, and decide whether to transfer the lead to a Mortgage Loan Officer.

Your targets include achieving 5–10 transfers per month with strong communication and persuasive skills to handle objections and move opportunities forward.

Qualifications

  • Customer service or call center experience on phones daily.
  • Ability to make 100–150 outbound calls per day.
  • Persuasive and clear communication.
  • Banking or mortgage experience preferred.

Responsibilities

  • Make calls to customers to assess purchase or refinance interest.
  • Explain reasons if not interested and provide rebuttals.
  • Transfer qualified leads to Mortgage Loan Officers.
  • Aim for 5–10 transfers per month.

Skills

Customer service experience
Call center experience
Outbound calling
Persuasive skills
Communication skills

Education

High school diploma or equivalent
Banking or mortgage experience

Job description

Job Description

A client of Insight Global is looking to bring a CSR on. This team works directly with the mortgage loan officer team and is the first line of communication between the customer and the officer. They are responsible for making calls to customers and asking the questions to discover if they want to purchase or refinance. If no, will need to seek to understand why and give some rebuttal back if applicable. If yes, will transfer to the mortgage loan officer after getting the proper information and documentation needed. The end goal is to get transfers to the MLO’s aim for at least 5-10 a month.Estimated pay 18-21/hr

Skills and Requirements
  • A few years of customer service or call center experience- need to comfortable on the phones all day and having that be main responsibility
  • Ability to make 100-150 outbound calls a day on average
  • Persuasive skills
  • Good Comms
  • Some kind of educationBanking or mortgage experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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