Customer Service Representative
Responsibilities:
• Respond to incoming calls from mortgage customers, answer questions, and provide clear guidance on loan progress, required documents, and process steps.
• Make outbound calls to newly onboarded mortgage clients to welcome them, verify important details, and outline what to expect next.
• Enter complete and accurate notes for every customer interaction in the appropriate system to maintain reliable records.
• Work closely with mortgage operations and other internal teams to address client concerns and route more complex matters for further review when needed.
• Communicate with customers in a clear, service-focused manner that builds confidence and supports a positive experience.
• Apply knowledge of mortgage-related procedures, company guidelines, and compliance expectations during daily customer interactions.
• Manage a steady volume of calls and service tasks while maintaining accuracy, responsiveness, and attention to detail.
Qualifications:
• Prior experience in customer service, ideally within mortgage, banking, call center, or broader financial services settings.• Strong verbal and written communication skills with the ability to explain information clearly to customers.
• Ability to handle inbound and outbound calls efficiently while maintaining a high level of professionalism.
• Comfortable managing multiple priorities in a fast-paced work environment.
• Strong organizational skills and close attention to detail when documenting customer activity.
• Experience with customer service systems, call tracking tools, or order entry platforms is preferred.
• Ability to learn procedures quickly and adapt to changing business needs during a short-term assignment.
Compensation
$20.90-$24.20 HourlyAbout Us
TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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