Mortgage Call Center Representative

Phoenix, AZ

Kforce has a client in Phoenix, AZ that is seeking a Mortgage Call Center Representative - an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The Mortgage Call Center Representative acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. This person is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD). Responsibilities:

  • Operate in a Call Center environment as a customer success advocate
  • Receive inbound calls and make outbound calls to consumers
  • Receive inbound text messages and facilitate outbound text messages to consumers
  • Answer high-volume, inbound calls or texts from current customers in a timely manner; Provide exceptional customer service to all customers' mortgage loan inquiries/requests
  • Effectively manage a pipeline of up to 75 loans
  • Performing routine data entry and validation tasks
  • Handling routine calls, emails and/or chat responses with employees, consumers &/or authorized 3rd parties
  • Monitoring work queues and intervening as needed
  • Interacting with multiple departments to expedite processing and/or issue resolution
  • Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries
  • Must request assistance for escalated and/or more complex issues to department senior associates or supervisors
  • Meet outlined production and quality standards
  • Follow established Policy and Procedures
  • Demonstrating behaviors which are aligned with the organization's desired culture and values
  • Performing other related duties as required and assigned
  • A minimum of 12 months of mortgage experience preferably in a processing role with direct customer contact in a call center environment is required. If no mortgage experience, 2+ years of direct customer contact in a financial industry high volume call center
  • Bilingual Spanish is a plus
  • General understanding of applicable Federal, State and Local mortgage regulations a plus
  • Must be a team player with strong attention to detail and able to work independently
  • Proven track record at delivering timely and accurate information in a fast-paced environment
  • Excellent critical thinking, problem solving, mathematical skills and sound judgment
  • Effective time management skills to deliver work on time
  • Capable communicator, written and oral
  • Strong negotiation skills with ability to effectively resolve problems
  • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)

Posted 2026-03-02

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