Concierge Service Representative (Csr) - Remote

Job Description
Longbridge is excited to be adding to our amazing Concierge Service Representative (CSR) team.
The primary role of the CSR will be to create sales opportunities for the Retail Sales team. This will be accomplished by answering inbound calls to Longbridge Financial from customers wanting to obtain information about the reverse mortgage program and by initiating outbound calls to potential customers. The agent should be prepared to make 100+ dials per day. They will also be expected to meet business defined metrics of production.
Required Skill Set:
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