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Licensed Customer Service Representative jobs in United States
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American Financing · 1 day ago

Licensed Customer Service Representative

American Financing is a national mortgage lender focused on helping customers achieve their financial goals. The Licensed Customer Service Representative role is designed to provide training and experience necessary to transition into a Senior Loan Officer position, handling customer inquiries and managing documentation.
FinanceFinancial ServicesFinTechPersonal Finance

Responsibilities

Engage: Handle inbound inquiries to identify customer financial goals and provide expert initial guidance
Execute: Conduct outbound follow-ups to complete the 1003 URLA Application and move files through the pipeline
Consult: Schedule and lead appointments to review Pre-Qualifications with prospective homeowners
Manage: Partner with customers to ensure the timely delivery of all necessary documentation
Perform: Consistently meet or exceed monthly sales goals while maintaining an elite customer experience

Qualification

NMLS Unique IdentifierColorado Mortgage LicenseCRM systemsVerbal skillsBilingual (Spanish/English)

Required

An active NMLS Unique Identifier # and an active Colorado Mortgage License
Minimal to moderate mortgage knowledge—we provide the coaching; you bring the drive
Familiarity with CRM systems and proficiency in processing or auditing
Strong verbal skills; Bilingual (Spanish/English) is a major plus

Benefits

Comprehensive Medical, Dental, and Vision insurance
401(k) with company match
Long-term Disability
Generous PTO
Sick days
Paid holidays
Maternity/bonding leave
Full professional desk equipment provided

Company

American Financing

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American Financing is a national mortgage banker, licensed in all 50 states.

Funding

Current Stage
Growth Stage

Leadership Team

G
Gabie Maldonado
Co-Founder
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Damian Maldonado
CO/Founder
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Company data provided by crunchbase