38 Customer Care Specialist Jobs in San Diego, CA
Guild Mortgage Company is Hiring a Customer Care Specialist Near San Diego, CA
** Customer Care Specialist**
**Job Category****:** Correspondent **Requisition Number****:** CUSTO013980 Showing 1 location **Job Details**
**Description**
**Guild Mortgage Company**, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
**Position Summary**
The Customer Care Specialist plays an important role in the organization by performing a number of activities related to the companys production functions. The role is primarily responsible, under direct supervision, for providing administrative support to originators, which may include managing databases, making calls on behalf of the originator and providing an organized lead management system to assigned group.
**Essential Functions**
* Perform outbound/receive inbound calls to targeted leads made up of potential real estate agents, referral partners, past clients and/or recruits with the goal of setting appointments.
* Build and manage database of potential contacts and interest level.
* Serve as liaison between customers looking for purchase information, refinance information and/or already working with a loan officer; verify customer information in Salesforce to ensure proper assignments.
* Ensure data integrity within lead management system.
* Schedule follow up reminders for calls in the database.
* Memorize call scripts in order to ease conversations.
* Manage client and referral partner databases in Guild360/Salesforce, including daily call logs; provide metrics related to reported data.
* Schedule client and/or partner meetings and confirm appointments.
* Attend company-sponsored training events to better understand Guilds business model and expand mortgage knowledge.
* Provide above and beyond customer service by providing a personal touch such as calling customers on their birthdays and building a positive rapport with them and their referral partners.
* Be dedicated to meeting the expectations and requirements of internal and external customers; acquire firsthand customer information and use it for relevant improvements in products and services; act with the customer in mind; establish and maintain effective relationships with customers and gain their trust and respect.
* Perform other duties and provide administrative support as needed.
**Qualifications**
* High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending related role.
* Ability to manage multiple priorities; strong detail orientation and highly organized.
* Works with a strong sense of urgency and responsiveness.
* Passionate about delivering excellence in customer service.
* Demonstrated patience and professionalism when interacting with both internal and external customers.
* Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
* Ethical, with a commitment to company values.
**Supervision**
* No direct or indirect reports.
* Apply sound judgment in execution of core job responsibilities.
* Travel: 0%
**Requirements**
Physical: Work is primarily sedentary; general office mobility.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
**Qualifications**
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Job Summary
Full Time
$43k-53k (estimate)
05/01/2024
05/16/2024
The following is the career advancement route for Customer Care Specialist positions, which can be used as a reference in future career path planning. As a Customer Care Specialist, it can be promoted into senior positions as a Customer Service Representative IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Care Specialist. You can explore the career advancement for a Customer Care Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Customer Care Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Care Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Care Specialist job description and responsibilities
Analyze customer complaints and provide appropriate corrective actions.
01/14/2022: Sumter, SC
Assist directly or route customers to the appropriate personnel for assistance.
02/25/2022: Tuscaloosa, AL
Ensure to provide excellent customer service through phone, e-mail, chat, etc.
02/28/2022: Raleigh, NC
They are responsible for responding to the escalated tier of customer calls and quality assurance measures.
01/07/2022: Buffalo, NY
As a job, customer care specialist are responsible for addressing customer needs and ensuring they have a good experience.
03/06/2022: Brownsville, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Care Specialist jobs
A good Customer Support Specialist has sharp leadership skills, a willingness to help others with problems and strong communication skills.
12/17/2021: Milwaukee, WI
Aside from the skills, customer care specialists should also have emotional strength.
02/02/2022: Santa Maria, CA
Customer Service specialists should be able to see things from the customer’s viewpoint and provide feedback to the customer(s) as at when due.
12/17/2021: Boca Raton, FL
Customer Care Specialist should be patient, and should also have good communication and problem-solving skills.
03/13/2022: San Antonio, TX
Similar to associates, CS specialist are often the first employees to respond when a customer submits a support request.
01/30/2022: Terre Haute, IN
Step 3: View the best colleges and universities for Customer Care Specialist.
