Job Description
Job DescriptionRobert Half is seeking a detail-oriented Customer Service Professional for a role in mortgage loan servicing. This position provides critical operational support to mortgage advisors, call centers, and branch representatives to ensure seamless loan processing and customer service in the mortgage lending space.
Key Responsibilities:
Answer incoming calls from members, non-members, call center representatives, and branches using the internal phone systems.
Access and review loan/member information in multiple systems internal computer systems.
Escalate member, call center, and/or branch requests to the appropriate mortgage advisor or management team as needed.
Conduct qualifying conversations and complete worksheet Inquiry applications when applicable.
Monitor and manage inquiries received in the daily inbox, facilitating elevation requests from branch and call center representatives.
Assign loans to advisors.
Who We're Looking For:
Strong attention to detail and ability to handle multiple systems simultaneously.
Excellent communication skills to collaborate with call centers, branch teams, and mortgage advisors effectively.
Previous experience in financial services or mortgage lending preferred but not required.
A proactive and adaptable individual who thrives in a dynamic team environment.
Additional Details:
This position will be onsite in Bensalem, PA, with a Monday-Friday schedule (8:15 AM – 4:15 PM). While a hybrid work schedule may be offered in the future, onsite availability is required to start. The role will start immediately as a temporary assignment with the potential to transition into a permanent opportunity based on performance and business needs.
For immediate consideration please call Christine at 215-244-1870, or send your current resume to christine.macmahon@roberthalf com. Thank you!• Minimum of 1 year of experience in customer service, preferably in the financial services or mortgage industry.
• Proficiency in handling inbound and outbound calls.
• Strong organizational skills and ability to manage multiple systems simultaneously.
• Excellent verbal and written communication skills.
• Ability to work collaboratively in a fast-paced and team-oriented environment.
• Previous experience in call center operations or order entry is a plus.
• Familiarity with mortgage lending processes is preferred but not required.