Remote Customer & Partner Success - Reverse Mortgage

Fairway Independent Mortgage; United States; On-site; USD 40,000 - 60,000; Full time

Job summary

Fairway Independent Mortgage is looking for a Customer & Partner Success Agent (Reverse Mortgage) to join their remote team. This position entails connecting with consumers and referral partners to oversee the reverse mortgage inquiry process, ensuring a positive experience and seamless communication.

The ideal candidate should possess 1-3 years of relevant experience, especially in customer service or sales support, and be proficient with Microsoft Office and CRM platforms. You will be responsible for inbound and outbound communication, scheduling consultations, and maintaining detailed lead notes.

Qualifications

• 1-3 years of experience in customer service or a related field.
• Proficiency with Microsoft Office products.
• Experience with CRM platforms such as Velocify.

Responsibilities

• Conduct targeted outbound calling campaigns to eligible consumers.
• Respond to inbound calls, emails, and web inquiries.
• Schedule consultations between prospects and licensed Loan Officers.
• Maintain detailed communication histories within CRM platforms.
• Assist with administrative tasks and marketing campaigns.

Skills

Customer service

Call center experience

Sales support

Microsoft Office proficiency

CRM platform experience

Tools

Velocify

MS Bookings

Outlook

Zoom

Job description

Fairway Independent Mortgage is looking for a Customer & Partner Success Agent (Reverse Mortgage) to join their remote team. This position entails connecting with consumers and referral partners to oversee the reverse mortgage inquiry process, ensuring a positive experience and seamless communication.

The ideal candidate should possess 1-3 years of relevant experience, especially in customer service or sales support, and be proficient with Microsoft Office and CRM platforms. You will be responsible for inbound and outbound communication, scheduling consultations, and maintaining detailed lead notes.