Job Description
Description We are looking for a Customer Service Representative to join a financial services team in Irvine, California. This Contract to permanent opportunity is well suited for someone at the beginning of their customer service career who enjoys speaking with people, gathering key information, and helping individuals move forward in the lending process. In this role, you will serve as an early point of contact for prospective borrowers, provide a detail-oriented experience, and support efficient handoffs to the next stage of the application journey.
Responsibilities:
• Speak with prospective borrowers by phone to gather initial information and understand their financing needs.
• Use a defined intake process to ask relevant questions related to qualifications such as income, credit background, and borrowing goals.
• Enter customer details accurately into company systems and keep records current and complete.
• Identify applicants who meet preliminary criteria and...
Responsibilities:
• Speak with prospective borrowers by phone to gather initial information and understand their financing needs.
• Use a defined intake process to ask relevant questions related to qualifications such as income, credit background, and borrowing goals.
• Enter customer details accurately into company systems and keep records current and complete.
• Identify applicants who meet preliminary criteria and...
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