Customer Service Representative Job at Robert Half in Ladera Ranch

We are proud to represent a fast-growing, client-focused mortgage brokerage that is redefining the home financing experience.

As an Inside Sales Representative, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.

What You’ll Do

• Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.
• Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.
• Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.

What We’re Looking For

• Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.
• Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.
• Tech-Comfortable: Experience with CRM systems and digital communication tools.
• Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services

Why Join Us?

• Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).
• Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!
• Supportive Culture: Work with a team that values integrity, collaboration, and innovation.
• Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.
• Competitive Compensation: Base pay plus performance incentives once hired on.

• Minimum of 2 years of experience in sales or customer service.

• Previous experience in the mortgage industry is not required.

• Strong proficiency in customer service, including handling inbound and outbound calls.

• Familiarity with Salesforce or similar CRM platforms is highly desirable.

• Ability to multitask and manage time effectively in a fast-paced environment.

• Exceptional communication skills, both verbal and written, to interact with customers professionally.

• College degree is preferred but not mandatory, demonstrating a commitment to learning and growth.

• Proven ability to work independently while contributing to team success.