Sales Customer Service Representative (CSR) - Remote

Longbridge FinancialLongbridge FinancialParamus, New Jersey, United States
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Posted

10/12/2026

Employment

Full time

Range

$20 - $20/hr

Work style

Remote OK

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AI summary

Core responsibilities

The CSR is responsible for generating sales opportunities by handling inbound and outbound calls to potential customers regarding reverse mortgage programs. They must qualify leads, schedule appointments, and maintain accurate records in the company CRM.

Requirements overview

Candidates should have a background in customer service and basic knowledge of the mortgage industry. Proficiency in computer skills, including MS Office and CRM systems, is required along with excellent verbal and written communication abilities.

Key skills

Customer serviceSalesInbound callsOutbound callsLead qualificationCRM softwareCommunication skillsMortgage industry knowledgeReverse mortgageData entryComputer skills10-keySoft phone

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About Longbridge Financial

Industry

Financial Services

Employees

438

Type

Privately Held

Size

201-500 employees

Longbridge Financial, LLC (“LBF”) helps qualified homeowners take some of the financial stress out of retirement by gaining immediate access to the home equity they have built up over the years. Using home equity solutions can lead to a more secure retirement. Learn more in our short video: www.longbridge-financial.com/what-is-a-reverse-mortgage. Visit us online or call 855-523-4326. NMLS# 957935. For licensing info, go to: www.nmlsconsumeraccess.org. Equal Housing Opportunity Lender. Privacy Policy: www.longbridge-financial.com/privacy-policy/. LBF is a Licensed Mortgage Banker in the State of NY, but this site isn’t authorized by the NYS Dept. of Financial Services. No mortgage loan apps for properties located in NY will be accepted through this site. TX state info: www.longbridge-financial.com/licensing/texas-state-licensing-information/. For additional LBF licensing/disclosures, visit: www.longbridge-financial.com/licensing. LBF Licensing Info: AZ Mortgage Banker License #0930082; Licensed by the Dept. of Financial Protection and Innovation under the CA Residential Mortgage Lending Act; Loans made or arranged pursuant to a CA Financing Law license; GA Mortgage Lender Licensee #44082; MA Mortgage Lender License # ML957935; Licensed by the NJ Dept. of Banking & Insurance; Licensed Mortgage Banker-NYS Department of Financial Services -in-state branch address 6161 South Park Avenue Room 2, Hamburg, NY 14075; RI Licensed Lender. For CA, NE, and TX consumers: For info about our privacy practices: www.longbridge-financial.com/privacy. Not all products/options available in all states. Terms subject to change w/o notice. Certain conditions/fees apply. This is not a loan commitment. All loans subject to approval. Any info submitted through this page, including complaints or personal info, is subject to the privacy and security policies of this social media website’s operator, which policies are not under LBF’s control.

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Job categories

SalesCustomer Service & SupportFinance & Accounting

Description

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 Training will be held in the Houston office. 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. Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.

Requirements

  • •Customer service
  • •Sales
  • •Inbound calls
  • •Outbound calls
  • •Lead qualification
  • •CRM software
  • •Communication skills
  • •Mortgage industry knowledge
  • •Reverse mortgage
  • •Data entry
  • •Computer skills
  • •10-key
  • •Soft phone

Benefits

  • •Medical insurance
  • •Dental insurance
  • •Vision insurance
  • •HSA
  • •FSA
  • •Paid time off
  • •Paid holidays
  • •Life insurance
  • •401(k) match

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