We are looking for a Customer Service Representative to join a financial services team in Irvine, California. This Contract to permanent opportunity is well suited for someone at the beginning of their customer service career who enjoys speaking with people, gathering key information, and helping individuals move forward in the lending process. In this role, you will serve as an early point of contact for prospective borrowers, provide a detail-oriented experience, and support efficient handoffs to the next stage of the application journey.
Responsibilities:
- Speak with prospective borrowers by phone to gather initial information and understand their financing needs.
- Use a defined intake process to ask relevant questions related to qualifications such as income, credit background, and borrowing goals.
- Enter customer details accurately into company systems and keep records current and complete.
- Identify applicants who meet preliminary criteria and connect them with the appropriate Loan Officer for follow-up.
- Provide courteous, clear, and detail-oriented service during every interaction to create a positive customer experience.
- Manage a steady volume of inbound and outbound calls while staying aligned with productivity and conversion goals.
- Follow established workflows and service standards to support the front end of the loan application process.
- At least 1 year of experience in customer service, a call center, or another client-facing environment.
- Strong verbal communication skills and the ability to build trust quickly with customers over the phone.
- Comfortable working in a fast-paced setting with high call activity and structured procedures.
- High attention to detail with reliable data entry and documentation accuracy.
- Ability to handle inbound and outbound calls professionally and efficiently.
- Experience with Salesforce or similar customer relationship management platforms is preferred.
- Exposure to mortgage or financial services environments is a plus, but not required.
TalentMatch ®
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