Mortgage Sales Training Program (CSR)

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

AdvantageFirst Lending Inc. has been in business since 2014. Simply put – AdvantageFirst is thriving in a time where most mortgage lenders are struggling to get by. How? We think differently, we do things differently and most importantly, we put HUGE emphasis on hiring the right people. What sets us apart is our team. As a family run business, making sure we maintain an amazing culture is at the heart of everything we do.

Summary:

This role is hired as a Customer Service Representative (CSR). High performers are trained and promoted into Loan Officer roles. We are seeking a motivated and ambitious employee to join our vibrant, record-breaking team. This is an excellent opportunity for individuals with limited experience who aspire to work in the financial services. As a Junior Mortgage Banker , you will work closely with our licensed Loan Officers delivering exceptional customer experience. You will receive comprehensive training and mentorship to develop the necessary skills and knowledge to excel in the lending industry.

Responsibilities:

Manage inbound and outbound calls (no cold calls). Gather and verify information from clients while developing strong relationships and providing amazing customer service. Maintain compliance with relevant regulations and company policies. Participate in regular training sessions and educational programs to expand knowledge of customer service, sales, and loan origination procedures.

Requirements:

• Effective verbal and written communication skills (required)
• Proficiency in using MS Office Suite (required)
• Strong desire to learn and grow within the lending industry (required)
• Job Type: Full-time
• Ability to Commute: Lake Forest, CA 92630 (Required)