Customer Service Representative

Planet Home; Irving (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Planet Home in Irving, TX is seeking a Customer Service Representative I to resolve borrower inquiries on current mortgage loans received via inbound/outbound calls. The role emphasizes delivering high-quality service while documenting notes in the servicing system.

Essential duties include handling borrower inquiries, prioritizing tasks, and following up to ensure resolution. Candidates should have a high school diploma and comfort working in a fast-paced environment with Windows applications.

Qualifications

• High school diploma or equivalent required.
• General call center experience preferred.
• Experience with loan servicing a plus.

Responsibilities

• Responds to borrower inbound calls concerning their account, ensuring high quality service, adhering to productivity, and regulatory requirements. Researches issues and resolves or forwards as needed.
• Prioritizes outbound calls as inbound volume permits.
• Completes follow-up tasks to ensure customer satisfaction and resolution.
• Miscellaneous duties as assigned.

Skills

Problem solving

Fast-paced work

Multitasking

Windows apps

Education

High school diploma or equivalent

Tools

Microsoft Windows applications

Job description

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The primary purpose of the Customer Service Representative I is to resolve all borrower inquiries on current mortgage loans received either via inbound/outbound calls.

Essential Duties and Responsibilities

• Responds to borrower inbound calls concerning their account, ensuring high quality service, adhering to productivity, and regulatory requirements. Researches customer issues and works towards resolution when needed. Updates servicing system with relevant notes/comments.
• Prioritizes the needs of the business, completing assigned outbound calls as inbound call volume permits.
• Completes follow-up tasks to ensure customer satisfaction and resolution.
• Miscellaneous duties as assigned.

Position Requirements

Education

• High school diploma or equivalent required

Experience

• General call center experience preferred
• Experience with loan servicing a plus

Functional/Technical Skills

• Ability to problem-solving
• Ability to work in a fast-paced environment
• Ability to multi-task and manage time effectively
• Experience working with Microsoft Windows applications

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.