Mortgage Sales Trainee: CSR to Loan Officer Path

AdvantageFirst Lending Inc.; Lake Forest (CA); On-site; USD 35,000 - 45,000; Full time

Job summary

A thriving mortgage company located in Lake Forest is seeking a motivated Customer Service Representative (CSR) to join their vibrant team. This full-time position offers comprehensive training, leading to potential promotion as a Loan Officer. Responsibilities include managing calls, gathering client information, and providing exceptional customer service. Candidates must possess effective communication skills and a desire to excel in the lending industry. Join a family-run business emphasizing a positive culture and professional growth.

Responsibilities

• Manage inbound and outbound calls while delivering exceptional customer service.
• Gather and verify information from clients and develop strong relationships.
• Participate in regular training sessions to expand knowledge of customer service and loan origination procedures.

Skills

Effective verbal and written communication skills

Proficiency in using MS Office Suite

Strong desire to learn and grow within the lending industry

Job description

A thriving mortgage company located in Lake Forest is seeking a motivated Customer Service Representative (CSR) to join their vibrant team. This full-time position offers comprehensive training, leading to potential promotion as a Loan Officer. Responsibilities include managing calls, gathering client information, and providing exceptional customer service. Candidates must possess effective communication skills and a desire to excel in the lending industry. Join a family-run business emphasizing a positive culture and professional growth.