What are the responsibilities and job description for the Sales & Service Development Representative position at Mutual of Omaha Mortgage?
Sales & Service Development Representative II
Location: Irvine, CA – On-site
Job Type: Full-Time
Compensation: $26/hour monthly bonus incentives.
Company Overview:
Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below!
Role Overview:
At Mutual of Omaha Mortgage, we’re seeking experienced call center sales & service professionals to handle a high volume of outbound and inbound calls.
This role emphasizes developing new opportunities through structured outreach, prospecting, and lead qualification. The ideal candidate is a fast learner with strong communication skills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers.
Key Responsibilities:
- Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification.
- Conduct initial contact and follow-up to identify needs and determine customer fit
- Follow scripts verbatim for products and services, applying rebuttals as needed
- Build trust-based relationships by going above and beyond in addressing early customer concerns
- Offer service support or handle simple service questions prior to transferring to a loan officer
- Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality
What You’ll Need to Succeed:
- Prior experience in a call center, sales, or customer service environment
- Excellent phone communication skills—clear, confident, and persuasive
- Basic technical proficiency, including experience with CRM systems, phone systems, and standard business tools (e.g., Microsoft Excel, Word, etc.)
- Ability to multitask and manage time in a high-volume environment
- Preferred: Background in mortgage, finance, and/or sales
What We Offer:
- Competitive compensation
- Robust training and ongoing coaching
- A supportive team culture committed to excellence
Join a team that’s redefining the customer experience in reverse mortgage lending. If you're ready to make an impact, grow your career, and contribute to a high-performing sales & service team, we’d love to hear from you.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
Salary : $26