Mortgage Customer Care Specialist

CrossCountry Mortgage, LLC; Westlake (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Customer Service Representative to begin a career in the mortgage industry. This entry-level role provides the foundational tools to ensure success and high customer satisfaction.

Responsibilities include handling inbound leads, gathering customer data, assisting loan officers, and scheduling appointments while maintaining accurate databases and ensuring service excellence.

Qualifications

• High School diploma or equivalent.
• 1 year of experience as a telemarketer or similar sales/customer service role.
• Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook)
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.

Responsibilities

• Take inbound leads via corporate phone system.
• Gather basic customer information and identify customer needs.
• Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system.
• Utilize corporate training methods and tactics in converting potential prospects to CCM customers.
• Schedule initial appointments as well as maintaining database to ensure customer service expectations are met.
• Appropriately classify and distinguish each lead contacted.
• Manage high volume of incoming phone calls.
• Apply training to live interactions with CCM clients both internally and externally.

Skills

Microsoft Office Suite

Excellent communication

Excellent prioritization

Education

High School diploma or equivalent

Job description

CrossCountry Mortgage, LLC is seeking a Customer Service Representative to begin a career in the mortgage industry. This entry-level role provides the foundational tools to ensure success and high customer satisfaction.

Responsibilities include handling inbound leads, gathering customer data, assisting loan officers, and scheduling appointments while maintaining accurate databases and ensuring service excellence.