Longbridge Financial, LLC (NMLS# 957935) · 3 hours ago
Concierge Service Representative (CSR) - Remote
United States
Full-time
Remote
New Grad, Entry Level
$20/hr - $20/hrLongbridge Financial, LLC is a leading provider of home equity solutions for seniors, dedicated to helping older homeowners leverage their home equity. The Concierge Service Representative will create sales opportunities by answering inbound calls and initiating outbound calls to potential customers regarding the reverse mortgage program, while meeting defined production metrics.
ConsumerFinanceFinancial Services
Responsibilities
Answer incoming calls
Initiate outbound calls
Create interest in reverse mortgage program
Qualify customer to meet program guidelines (AGE, LTV, Homeowner) scripted
Transfer interested and qualified customer to sales team
Create appointments for follow up
Mail information packets to customers
Update the Sales CRM with notes of each transaction
Qualification
Required
Basic computer skills (MS Office), 10-key, and Soft phone
Customer service background
Basic understanding of the reverse mortgage product
Mortgage industry knowledge
Organized, performance driven
Excellent communication skills, both written and verbal
Preferred
Bilingual a plus
Benefits
Medical
Dental
Vision
FSA/HSA
Wide array of voluntary products and discounts
401(k) with company match
Paid time off
Company
Longbridge Financial, LLC (NMLS# 957935)
Longbridge Financial, LLC helps qualified homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years.
Founded in 2012
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.26M2022-02-23Acquired
2013-12-03Seed· $0.26M
Leadership Team
Bill Packer
Chief Operating Officer
Azita Guzzo
Head Of Technology Innovation
Recent News
2026-01-08
2025-11-08
Company data provided by crunchbase