Job Description

Description

Engage with bilingual (English and Spanish) customers through voice channels to address inquiries, concerns, and requests related to mortgage products, services, and account information.

  • Provide accurate and comprehensive information about mortgage options, interest rates, loan terms, and other relevant details to assist customers in making informed decisions.
  • Assist customers in navigating online platforms and self-service tools, guiding them through account setup, payments, document submission, and other activities.
  • Collaborate with internal teams to resolve complex customer issues; escalate cases as necessary.
  • Handle all interactions professionally, efficiently, and in compliance with company policies and industry regulations.
  • Maintain detailed records of customer interactions, transactions, and inquiries using the company's CRM system.
  • Identify opportunities for upselling or cross-selling additional...

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