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Client Service Representative
$62k-84k (estimate)
Full Time Just Posted
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Prosperity Home Mortgage is Hiring a Client Service Representative Near La Jolla, CA

If you hear the word mortgage and that doesn’t light a spark, get ready for PHM to ignite your excitement! We're not just another mortgage company — we're pioneers reshaping the industry landscape.

Are you a dynamic, ambitious individual seeking to join a trailblazing company that champions growth and prosperity for every team member? Your search ends here!

At PHM, we're seeking sharp, driven individuals ready to thrive in a fast-paced environment and advance their careers alongside industry leaders. We're building out our loan officer training groups in La Jolla, CA, and Scottsdale, AZ, and we want passionate people like you who are hungry for success.

As a Customer Service Representative, you will initiate contact with potential clients to obtain basic information and transfer them to licensed officers, manage incoming calls and communications while learning the industry and preparing to achieve your license.

What We Offer:

  • Education: Gain invaluable knowledge to build a rewarding career, with full support beginning at achieving your license all the way through your future achievements as a mortgage loan officer.
  • Unparalleled Growth: Join a company that's leading the charge in revolutionizing the mortgage industry with the support of our parent company, HomeServices of America – a Berkshire Hathaway affiliate. Experience rapid career advancement opportunities and unlock your full potential.
  • A Culture of Success: Surround yourself with the best and brightest in the industry who are committed to excellence. We strive to foster a culture of collaboration, innovation, and unwavering dedication to customer satisfaction.
  • Hands-on Experience: Work directly with leads and customers, learning to assess their needs, provide loan information, and guide them through the application process.
  • Pathway to Licensure: Prepare for and take the NMLS SAFE exam to become a licensed loan officer through the built-in education and preparation aspect of the role.
  • Top-tier Sales Training: Equip yourself with the skills needed for success.
  • Ongoing Support: Receive continuous coaching and guidance from our experienced team to help you thrive in your role.

Responsibilities:

  • Elevate the Experience: Transform the mortgage process into an exciting and seamless journey for our clients. Utilize your expertise to guide them through every step with confidence and professionalism.
  • Drive Success: Leverage your sales skills and knowledge to exceed targets and deliver exceptional results. As a member of the Prosperity team, you'll play a pivotal role in helping clients achieve their homeownership dreams.
  • Get Licensed: Devote yourself to thorough preparation for the NMLS SAFE exam to obtain licensing as a loan officer, ensuring compliance and proficiency in your role with sales training and industry education in-house.
  • Effectively Communicate with Clients: Call on mortgage leads to initiate contact with potential clients to obtain basic information from the client, and transfer calls to licensed officers. Make up to 750 outbound dials a day on an automatic dialer to connect with our quality warm leads sourced by a dedicated lead generation team.
  • Produce High-Quality Leads: Consistently deliver high-quality leads, all while providing exemplary customer service that exceeds expectations.
  • Advise Customers: Offer expert guidance to both prospective and existing customers on Prosperity's programs, rates, policies, and procedures, ensuring they make informed decisions tailored to their needs.

Compensation package will consist of $22.00 per hour, plus this role is eligible for elective benefits, hands-on training, and mortgage licensing support.

Requirements:

  • College degree or equivalent combination of training and experience.
  • Sales experience preferred.
  • Residency in Scottsdale, AZ, or La Jolla, CA, and surrounding areas.
  • Passion for Excellence: Bring your A-game every day and strive for excellence in everything you do.
  • Resilience: In the fast-paced world of mortgage banking, resilience and grit is essential. Be prepared to overcome obstacles with grace and determination, knowing that every challenge is an opportunity for growth.
  • Innovative Mindset: Embrace change and seek out opportunities to innovate and disrupt the status quo. We're looking for forward-thinking individuals who aren't afraid to challenge convention.
  • Strong Communication Skills: Articulate, confident communication is key to success in this role. Whether you're interacting with clients or collaborating with colleagues, your ability to communicate effectively will set you apart.

Benefits:

  • Competitive Compensation: Enjoy competitive pay that rewards your hard work and dedication.
  • Comprehensive Benefits Package: From medical and dental coverage to retirement savings plans, we've got you covered.
  • Opportunity for Advancement: Your journey with PHM is just beginning. With our commitment to professional development and career advancement, the sky's the limit.
  • Ongoing Education and Career Development: Take advantage of continuous learning opportunities and career advancement programs designed to help you reach your full potential.

If you're ready to be part of something extraordinary and reshape the mortgage industry, we want to hear from you! Join us at PHM and embark on a journey that's as exhilarating as it is rewarding.

Prosperity Home Mortgage, LLC is an Equal Opportunity Employer and is committed to Diversity, Equity, and Inclusion in the workplace. We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetic information, 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.

Job Summary

JOB TYPE

Full Time

SALARY

$62k-84k (estimate)

POST DATE

06/08/2024

EXPIRATION DATE

08/07/2024

WEBSITE

phmloans.com

HEADQUARTERS

Chantilly, VA

SIZE

500 - 1,000

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The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Representative, 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 Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

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Client service representatives are responsible for taking care of users who have a hard time with some business element.

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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

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Have an understanding and reception to clients' needs and give proactive customer support.

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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 Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

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Should have a proven customer support experience or experience as a client service representative.

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Learn to resolve problems and prevent client dissatisfaction.

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One year related experience required with customer service preferred.

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Step 3: View the best colleges and universities for Client Service Representative.

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