Sales & Service Pro II - High-Volume Outreach (Irvine)

Mutual of Omaha Mortgage; Irvine (CA); Hybrid; USD 54,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Robust training and coaching

Supportive team culture

Job summary

Mutual of Omaha Mortgage in Irvine, CA is seeking a Sales & Service Development Representative II to handle a high-volume mix of outbound and inbound calls in a fast-paced, growth-oriented environment.

The role emphasizes developing new opportunities through structured outreach and lead qualification, with scripts to follow and a strong emphasis on customer rapport and service excellence.

Qualifications

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

Responsibilities

• Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification.
• Conduct initial contact and follow-up to identify needs and determine customer fit
• Follow scripts verbatim for products and services, applying rebuttals as needed
• Build trust-based relationships by going above and beyond in 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

Skills

Call center experience

Sales / customer service

Excellent phone communication

Multitasking

Tools

CRM 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 is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

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. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below!

Role Overview:

At Mutual of Omaha Mortgage,we’reseekingexperienced call center sales & service professionalsto handle ahigh volume of outbound and inboundcalls.

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

WhatYou’llNeed 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

Join a teamthat’sredefining the customer experience in reverse mortgage lending. Ifyou'reready to make an impact,growyour career, andcontribute toa high-performingsales& serviceteam,we’dlove to hear from you.


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