Job Description:

• Engage with bilingual (English and Spanish) customers through voice channels to address inquiries, concerns, and requests related to mortgage products, services, and account information

• Provide accurate and comprehensive information about mortgage options, interest rates, loan terms, and other relevant details to assist customers in making informed decisions

• Assist customers in navigating online platforms and self-service tools, guiding them through account setup, payments, document submission, and other activities

• Collaborate with internal teams to resolve complex customer issues; escalate cases as necessary

• Handle all interactions professionally, efficiently, and in compliance with company policies and industry regulations.

• Maintain detailed records of customer interactions, transactions, and inquiries using the company’s CRM system

• Identify opportunities for upselling or cross-selling additional mortgage products and services based on customer needs

• Stay updated on industry trends, product updates, and company policies to provide accurate information to customers

• Participate in ongoing training to enhance product knowledge, communication skills, and customer service techniques

• Contribute to a positive team environment by sharing insights and best practices to improve overall customer satisfaction

Applicant will undergo 3 rounds of interview; Initial, Operation Interview and Final Interview.