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Rosegate · 2 weeks ago

Mortgage Customer Service Representative

Charlotte, NC

Full-time

Onsite

Entry Level

1+ years exp

Rosegate is a dynamic mortgage originator and master servicer with a growing portfolio of customers. The Mortgage Customer Service Representative serves as the first point of contact for mortgage customers, resolving inquiries and connecting borrowers to solutions while contributing to the retention team.

ConsultingFinancial ServicesInformation Services

Responsibilities

Be the welcoming voice (or message responder) for inbound customer contacts via phone, email, or chat

Quickly understand the customer's needs and provide basic info on payments, escrow, or loan status

Seamlessly transfer routine servicing questions to our sub-servicer partners

Identify and transfer sales opportunities—like refinance, purchase, and home equity—directly to our Loan Officers

Handle and close simpler requests on the spot for a great customer experience

Log every interaction accurately to keep everything compliant and smooth

Qualification

Customer service experienceCommunication skillsCRM softwareMicrosoft OfficeMultitaskingBilingual (English/Spanish)Problem-solvingTeamworkAttention to detail