Mortgage - Customer Service Representative

Saxton Mortgage, LLC | NMLS # 1717191; Scottsdale (AZ); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

Saxton Mortgage, LLC in Scottsdale, AZ is seeking a Customer Service Representative to handle outbound calls, engage prospective mortgage customers, and transfer qualified leads to licensed loan officers. The role focuses on customer engagement and prospecting, with no loan origination or rate quoting by the CSR.

The ideal candidate will have strong communication skills and experience in customer-facing roles, ready to learn mortgage processes and collaborate with cross-functional teams in a

Qualifikationen

• Experience in customer-facing roles, preferably in financial services or mortgage lending.
• Strong customer service and satisfaction skills with ability to resolve inquiries and manage expectations.
• Clear communication, active listening, and client-focused approach to enhance customer experience.
• Excellent verbal and written communication with attention to documentation accuracy.
• On-site work in Scottsdale, AZ with cross-functional collaboration and task management.
• Basic understanding of mortgage processes and regulatory considerations, or willingness to learn.
• Proficiency with common office software and CRM systems.
• High school diploma or equivalent required; additional business/finance education beneficial.

Aufgaben

• Make outbound calls using the company phone system to engage prospective mortgage customers.
• Identify interest and connect qualified or interested consumers to licensed mortgage professionals.
• Assist in customer engagement and prospecting without originating loans or quoting rates.

Kenntnisse

Customer Service

Verbal Communication

Written Communication

Active Listening

CRM Systems

Phone Support

Documentation & Accuracy

Ausbildung

High school diploma or equivalent

Tools

CRM systems

Office software

Phone systems

Jobbeschreibung

Company Description Saxton Mortgage, LLC | NMLS # 1717191 is a full-service mortgage lender focused on delivering exceptional customer service and tailored financing solutions. The team is dedicated to helping clients identify the best mortgage options to meet their individual lending needs. Headquartered in Southern California, Saxton Mortgage is licensed by the California Department of Financial Protection and Innovation under the Finance Lender Law. The company operates under Equal Housing Opportunity principles and maintains transparent licensing information through NMLS Consumer Access.

Role Description This position designed for someone who is comfortable speaking with customers over the phone, enjoys working in a fast-paced sales environment, and wants an opportunity to grow within the mortgage industry.

The primary responsibility of the CSR is to make outbound calls through our company phone system, connect with prospective mortgage customers, identify basic interest, and transfer qualified or interested consumers to one of our Licensed Loan Officers.

CSRs are not responsible for originating loans, quoting rates, providing loan advice, or discussing specific loan terms. Their role is focused on customer engagement, prospecting, and connecting interested homeowners with licensed mortgage professionals.

Qualifications

• Demonstrated experience in customer-facing roles such as Customer Service Representatives or Customer Support, preferably in financial services or mortgage lending.
• Strong Customer Service and Customer Satisfaction skills, with the ability to address inquiries, resolve issues, and manage expectations effectively.
• Proven ability to enhance Customer Experience, including clear communication, active listening, and a client-focused approach.
• Excellent verbal and written communication skills, with attention to detail and accuracy in documentation.
• Ability to work on-site in Scottsdale, AZ, collaborate with cross-functional teams, and manage multiple tasks in a structured environment.
• Basic understanding of mortgage processes, loan products, and regulatory considerations, or willingness to learn quickly.
• Proficiency with common office software, CRM systems, and phone-based customer support tools.
• High school diploma or equivalent required; additional education or certification in business, finance, or related fields is beneficial.