Description Robert Half is currently working on behalf of a well-respected mortgage consulting firm located in San Diego, CA. We are seeking a passionate and innovative Customer Service Specialist who is interested in the financial and mortgage sector. This opportunity presents scope for personal growth, including development into a Loan Officer role within 6-12 months. Roles and Responsibilities: Initiate and manage client relationships, typically over phone or email. Provide exceptional customer service, answering all customer inquiries promptly and with accuracy. Support loan officers in gathering and organizing necessary documents for mortgage applications. Handle client data with utmost confidentiality, complying with all relevant legislation and best practices. Participate actively in training sessions and seek additional knowledge about mortgage products, services, and regulations. Work in close collaboration with teams across all departments to ensure excellent customer satisfaction. Requirements Minimum of a High School diploma. A bachelor's degree in finance or a related field will be a plus. Minimum of 2 years experience in customer service, preferably in the banking or financial services industry. Excellent written and verbal communication skills. Strong problem-solving abilities and attention to detail. Must have a passion for the mortgage industry and the ambition to develop as a detail oriented. Preferred Qualifications: Experience with CRM software is a plus. Knowledge of mortgage operations, products, and regulations will be highly regarded.

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