New American Funding · 7 hours ago
CSR
USA
Full-time
Remote
Entry Level
$17/hr - $17/hr
1+ years exp
Maximize your interview chancesFinancial ServicesLending
No H1B
Insider Connection @New American Funding
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Responsibilities
Engage in conversation and establish rapport with customers via email and outbound telephone communication.
Inquire and gather information as it relates to a customer's financial situation and financial goals.
Educate both customers and loan officers about next steps for a customer's file.
Set realistic expectations for both loan officers and customers in order to maximize customer satisfaction.
Input data into computer system as it relates to information gathered for the mortgage loan.
Disposition customer files appropriately depending on the interest and ability of customers to proceed with being connected with a Loan Officer to continue the loan origination process.
Other duties may be assigned.
Qualification
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Required
1-2 years of customer service, call center, or sales experience
Ability to effectively communicate with customers
Excellent customer service skills.
Proficiency with Microsoft Office programs such as Word, Excel, and Outlook.
Passionate about helping customers achieve financial goals.
Must be able to verify identity and employment eligibility to work in the U.S.
Preferred
One or more years’ of office or inside customer service / call center experience preferred.
1 or more years of experience working in the mortgage or real estate industry preferred.
1+ years of customer service and/or sales experience preferred.
High School Diploma or equivalent; some college preferred.
Company
New American Funding
New American Funding provides cutting-edge marketing and technology efforts allow us to compete with large banks.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rick Arvielo
Co-Founder and CEO
Jeff Farinich
SVP Technology and Chief Information Security Officer
Recent News
2024-10-25
2024-05-24
2024-05-24
Company data provided by crunchbase
