Customer Retention Specialist

Job Summary

A company is looking for a Customer Retention Specialist to serve as a liaison between borrowers and loan officers.

Key Responsibilities

• Make 100+ outbound dials daily to connect borrowers with loan officers
• Maintain organized records of lead dispositions and transfer outcomes
• Follow up with non-responsive borrowers and facilitate connections when they are ready to refinance or purchase

Required Qualifications

• 1-2 years of customer service, call center, or sales experience
• Bilingual Spanish is mandatory
• Proficiency with Microsoft Office programs such as Word, Excel, and Outlook
• High School Diploma or equivalent; some college preferred
• General credit knowledge is a plus