Sales Customer Service Representative (CSR) - Remote

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!

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

Required Experience: