Customer Care Specialist

Customer Care Specialist

Location: San Diego, CA 92111 (Hybrid)

Pay rate: $20–23/hr (W2)

Duration: 6-Month Contract

Schedule: M–F, 9:00 AM – 5:00 PM

We’re looking for a Customer Care Specialist to join our team in a hybrid role based in San Diego. In this 6-month W2 contract position, you'll support our sales and production teams by handling customer outreach, managing lead databases, and ensuring a smooth experience for clients and partners.

This is a great opportunity for someone who is organized, proactive, and eager to build experience in the mortgage or financial services industry.

Key Responsibilities

• Make outbound and receive inbound calls to prospective leads, including real estate agents, referral partners, past clients, and recruits.
• Schedule appointments and follow-ups on behalf of loan officers.
• Build and maintain accurate lead and client databases.
• Act as a liaison between customers and loan officers, ensuring efficient communication and data tracking.
• Maintain records in Salesforce and other systems; ensure data integrity and timely updates.
• Generate and report metrics related to outreach and engagement efforts.
• Schedule and confirm client and partner meetings.
• Participate in company training sessions to grow product and industry knowledge.
• Provide a personalized customer experience through thoughtful follow-up and relationship-building.

Qualifications

• High school diploma or equivalent preferred.
• Minimum 1 year of experience in a mortgage-related or customer service/support role.
• Strong organizational skills and attention to detail.
• Ability to handle multiple priorities with professionalism and efficiency.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint), PDF software, and CRM tools (Salesforce preferred).
• Ethical, dependable, and committed to delivering high-quality service.
• Bilingual abilities a plus.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.

REQUESTING AN ACCOMODATION

Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter.

PAY TRANSPARENCY POLICY STATEMENT

Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington as set forth below.