Sales & Service Development Representative II

mutualmortgage; Irvine (CA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Competitive compensation

Robust training and coaching

Supportive team culture

Vacation accrual

Job summary

Mutual of Omaha Mortgage is seeking a Sales & Service Development Representative II to join our Irvine, CA team. You will handle a high volume of inbound and outbound calls, servicing and qualifying leads, and supporting loan officers as needed.

The role emphasizes fast learnings and strong communication to build rapport with customers. The ideal candidate has prior call center or sales experience, excellent phone skills, and comfort with CRM systems.

Qualifications

• Experience in call center, sales, or customer service environments.
• Excellent phone communication skills: clear, confident, persuasive.
• Basic tech proficiency with CRM, phone systems, and MS Office.

Responsibilities

• Manage a high volume of warm inbound calls focused on servicing, prospecting, and lead qualification.
• Identify needs and determine customer fit through initial contact and follow-up.
• Follow scripts for products and services and handle rebuttals as needed.

Skills

Call center experience

Sales skills

Customer service

Excellent communication

CRM proficiency

Tools

CRM systems

Phone systems

Microsoft Excel

Microsoft Word

Job description

Sales & Service Development Representative II

Location: Irvine, CA-On-site

Job Type: Full-Time

Compensation: $26/hour + monthly bonus incentives.

Company Overview:

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none.

Role Overview:

At Mutual of Omaha Mortgage,we'reseekingexperienced call center sales & service professionalsto handle ahigh volume of outbound and inbound calls. This role emphasizes developing new opportunities through structured outreach, prospecting, and leadqualification. The ideal candidate is a fast learner withstrong communicationskills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers.

Key Responsibilities:

• Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and leadqualification.
• Conduct initial contact and follow-up toidentifyneeds anddeterminecustomerfit
• Follow scripts verbatim for products and services, applying rebuttals as needed
• Build trust-based relationships by goingabove and beyondin addressing early customer concerns
• Offer service support or handle simple service questions prior to transferring to a loan officer
• Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality

What You'll Need to Succeed:

• Prior experience in a call center, sales, or customer service environment
• Excellent phone communication skills - clear, confident, and persuasive
• Basic technical proficiency, including experience with CRM systems, phone systems, and standard business tools (e.g., Microsoft Excel, Word, etc.)
• Ability to multitask and manage time in a high-volume environment
• Preferred: Background in mortgage, finance, and/or sales

What We Offer:

• Competitive compensation
• Robust training and ongoing coaching
• A supportive team culture committed to excellence

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply.We offer an extensive compensation package. Benefits include:

• Vacation - Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• 401K with a generous employer match
• Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
• Free Legal Services
• Employee Loan Program