Customer Service Representative

Insight Global; Columbus (OH); On-site; USD 35,000 - 52,000; Full time

Job summary

Insight Global is partnering with a mortgage team to recruit a Customer Service Representative who will be the first point of contact for customers. You will manage high-volume calls, gather information, and determine interest in purchasing or refinancing options.

You will document requirements, address objections, and transfer qualified leads to Mortgage Loan Officers, aiming for 5–10 transfers per month. This role emphasizes clear communication and reliable outreach to customers.

Qualifications

• Several years of customer service or call center experience.
• Must be comfortable speaking on the phone all day.
• Ability to make 100–150 outbound calls per day on average.
• HS Diploma or equivalent required; reliable transportation.

Responsibilities

• Make calls to customers to determine purchase or refinance interest.
• Ask qualifying questions and gather necessary information and documentation.
• If not interested, understand objections and provide rebuttals when applicable.
• Transfer qualified leads to Mortgage Loan Officer; target 5–10 transfers per month.

Skills

Call center experience

Phone communication

Outbound calling

Good communication

Reliable transportation

Education

HS Diploma

Job description

• 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
• Good Comms
• HS Diploma at minimum
• Reliable transportation

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.