Customer Care Specialist

The Customer Care Specialist plays an important role in the organization by performing a number of activities related to the company’s production functions, providing administrative support to originators and managing databases, making calls on behalf of the originator and providing an organized lead management system to assigned group.

Requirements

• Perform outbound/receive inbound calls to targeted leads made up of potential real estate agents, referral partners, past clients and/or recruits with the goal of setting appointments.
• Build and manage database of potential contacts and interest level.
• Ensure data integrity within lead management system.
• Schedule follow up reminders for calls in the database.
• Manage client and referral partner databases in Guild360/Salesforce, including daily call logs; provide metrics related to reported data.
• Schedule client and/or partner meetings and confirm appointments.
• Attend company-sponsored training events to better understand Guild’s business model and expand mortgage knowledge.
• Provide above and beyond customer service by providing a personal touch such as calling customers on their birthdays and building a positive rapport with them and their referral partners.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• AD&D
• LTD
• 401(k) with employer match