Customer Service Representative

US-KS-Overland Park
2 weeks ago
ID
2017-4756
# of Openings
4
Category
Retail - Operations
Division
CapWest

Overview

About HomeBridge Financial Services

HomeBridge Financial Services, Inc. is one of the nation’s largest privately held, non-bank lenders. We specialize in facilitating and securing home mortgage financial solutions through our retail and wholesale channels. More information on HomeBridge can be found online at www.HomeBridgeInc.com.

 

Customer Service Commitment

Represents the company in a professional and enthusiastic manner: by providing an exceptional level of customer service, supporting the mission/vison statements, and adhering to our core values in all functions of their job responsibilities and interaction with referral partners, customers, and clients.

Responsibilities

Scope/Purpose of the Position

Customer Service Representatives (CSRs) are responsible for handling a large number of inbound/outbound calls and updating our customer relationship management (CRM) system databases with accuracy and attention to detail. The CSR is responsible for assisting customers to the best of their ability while keeping them connected with the Loan Officer and Realtor.

 

 

Qualifications

Key Responsibilities and Essential Functions

  • Make inbound / outbound calls to customers
  • Communicate daily (via phone, email, or other appropriate communication) with customers and sales associates.
  • Responsible for data entry and updates to our customer databases with accuracy and attention to detail on an ongoing basis.
  • Responsible for multi-tasking between computer programs.
  • Assist in other administrative activities, assigned by Supervisor, like helping to prepare outgoing mail (UPS packages or other important mailers).

Work Experience and Knowledge, Skills and Abilities

  • Excellent analytic skills, attention to detail, and ability to work within time constraints.
  • Excellent level of interpersonal skills to work effectively with others.
  • Excellent level of oral and written communication skills. Ability to communicate across a variety of audiences.
  • Intermediate level of computer skills and the ability to function in a windows environment utilizing Outlook, Word and Excel.
  • Professional and effective interpersonal skills. Solid decision making skills with display of professionalism in maintaining confidentiality.
  • Ability to rapidly acquire detailed knowledge of departmental policies, practices and procedures.
  • Strong time management skills, fast learner, self-motivated, and comfortable taking initiative and handling multiple projects simultaneously.
  • Committed to taking responsibility and ownership for agreed actions and delivery.
  • Reports to work on a daily and timely basis.

Minimum Qualifications

  • High School Diploma or Equivalent.
  • Preferred 1 year minimum Customer Service Experience and strong Computer skills.
  • Preferred 1 year experience in the mortgage industry.

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