Mortgage Customer Service Specialist

CrossCountry Mortgage, LLC; Westlake (OH); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking an entry-level Customer Service Representative to begin a career in the mortgage industry. You will handle inbound calls, gather customer information, assist loan officers in lead generation, and schedule initial appointments while maintaining customer records.

The role focuses on delivering excellent service, managing a high volume of calls, and applying training to real client interactions, supporting CCM's growth and commitment to a strong workplace

Qualifications

• High School diploma or equivalent.
• 1 year of experience as a telemarketer or similar sales/customer service role.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, 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

Telemarketing experience

Customer service

Microsoft Office

Communication skills

Time management

Education

High School diploma

Job description

CrossCountry Mortgage, LLC is seeking an entry-level Customer Service Representative to begin a career in the mortgage industry. You will handle inbound calls, gather customer information, assist loan officers in lead generation, and schedule initial appointments while maintaining customer records.

The role focuses on delivering excellent service, managing a high volume of calls, and applying training to real client interactions, supporting CCM's growth and commitment to a strong workplace