Sales Customer Service Representative (CSR) - In Office

Company Description

At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity.

As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined.

And we don’t just do it well, we do it really well. With an “Excellent” rating on Trustpilot and over a thousand customer testimonials, we’ve earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way.

But it’s not just our customers who love us—our team does, too! We’ve been named a Great Place to Work® three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins.

Why Longbridge?

At Longbridge, we don’t just offer jobs, we offer careers that grow with you. Here’s why you’ll love being part of our team:

• Grow With Us – We’re big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do.
• A Culture That Clicks – We work hard, but we have fun doing it! Whether it’s team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like “just work.”
• Benefits That Have Your Back – We’ve got you covered with best-in-class health plans (medical, dental, vision, HSA, and FSA), generous PTO, paid holidays, company-paid life insurance, and a competitive 401(k) match. Because taking care of our team is just as important as taking care of our customers.

If you’re looking for a place where your work truly makes a difference, we’d love to have you on board. Apply today and let’s do great things together!

Job Description

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

Qualifications

Required Experience:

• Basic computer skills (MS Office), 10-key, and Soft phone
• Customer service background
• Basic understanding of the reverse mortgage product
• Mortgage industry knowledge
• Bilingual a plus
• Organized, performance driven
• Excellent communication skills, both written and verbal

Additional Information

• Working in a growing and dynamic industry
• Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts
• 401(k) with company match
• Paid time off
• This is an hourly non-exempt role
• Target base salary range is $20 per hour which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program via commissions that is based on individual performance.
• LBF is an EEO/AA/Vet/Disabled Employer
• Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.

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