What are the responsibilities and job description for the Customer Service Representative position at Finance of America Companies?
PURPOSE OF ROLE
Responsible for fostering positive relationships with borrowers over the phone while delivering exceptional service. Combines customer service expertise with a sales-driven mindset, engages in both inbound and outbound calls, assists with general inquiries, and guides customers toward our sales team for tailored solutions.
EXPECTATIONS
- Delivers an outstanding customer experience with a focus on satisfaction and relationship-building.
- Handles inbound and outbound calls for new and existing customers, addressing inquiries and concerns professionally.
- Assesses customer needs and recommends suitable products and services to meet their goals.
- Facilitates warm handoffs to the sales team to ensure a seamless customer journey.
- Maintains an in-depth understanding of company products and services to address objections effectively.
- Accurately documents customer information and interactions in the system.
- Triages complex issues, escalating to supervisors or other departments as needed.
- Stays adaptable to call scenarios outside standard scripts, leveraging critical thinking skills.
- Performs other duties and responsibilities as assigned.
Reports To :
Qualifications :
Qualifications-Education-Required
Qualifications-Education - Preferred
Qualifications-Education - Fields / Professions
Qualifications - Experience / Skills / Competencies
Compensation
For this position, the range for base salary plus bonus is $40,000 - $50,000, inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate's work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.
Additional Information
The estimated fill date for this role is 1 / 27 / 25.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Finance of America Reverse is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and / or expression, marital status, veteran status or other characteristics protected by law.
Salary : $40,000 - $50,000
