Customer Service Representative

Customer Service Representative

We are proud to represent a fast-growing, client-focused mortgage brokerage in Irvine that is redefining the home financing experience. As a customer service representative on a contract to hire basis, you'll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.

What you'll do:

• Engage & convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.
• Drive results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.
• Collaborate & grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.

What we're looking for:

• Sales savvy: Strong communication and relationship-building skills with a passion for helping people.
• Goal-oriented: Motivated by targets and thrives in a fast-paced environment.
• Tech-comfortable: Experience with CRM systems and digital communication tools.
• Mortgage knowledge: No mortgage knowledge necessary! We will train up on all our services.

Why join us?

• Growth potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).
• Commission opportunity: Once hired on permanently, you'll earn competitive commissions on closed deals your success pays off!
• Supportive culture: Work with a team that values integrity, collaboration, and innovation.
• Impactful work: Help clients achieve one of life's biggest milestones homeownership.
• Competitive compensation: Base pay plus performance incentives once hired on.

Requirements:

• At least one year of experience in administrative or clerical work, with a focus on customer service.
• Strong proficiency in handling inbound and outbound calls professionally and efficiently.
• Familiarity with Salesforce or similar platforms is highly preferred.
• Excellent communication skills, both verbal and written, to interact effectively with customers and team members.
• Ability to manage multiple tasks and prioritize responsibilities in a fast-paced setting.
• A college degree is preferred but not required.
• Commitment to delivering high-quality service and fostering positive customer relationships.