Customer Service Representative

Robert Half • Bensalem, PA • 2d ago

Description Robert Half is seeking a detail-oriented Customer Service Professional for a role in mortgage loan servicing. This position provides critical operational support to mortgage advisors, call centers, and branch representatives to ensure seamless loan processing and customer service in the mortgage lending space.

Key Responsibilities:

Answer incoming calls from members, non-members, call center representatives, and branches using the internal phone systems.

Access and review loan/member information in multiple systems internal computer systems.

Escalate member, call center, and/or branch requests to the appropriate mortgage advisor or management team as needed.

Conduct qualifying conversations and complete worksheet Inquiry applications when applicable.

Monitor and manage inquiries received in the daily inbox, facilitating elevation requests from branch and call center representatives.

Assign loans to advisors.

Who We're Looking For:

Strong attention to detail and ability to handle multiple systems simultaneously.

Excellent communication skills to collaborate with call centers, branch teams, and mortgage advisors effectively.

Previous experience in financial services or mortgage lending preferred but not required.

A proactive and adaptable individual who thrives in a dynamic team environment.

Additional Details:

This position will be onsite in Bensalem, PA, with a Monday-Friday schedule (8:15 AM - 4:15 PM). While a hybrid work schedule may be offered in the future, onsite availability is required to start. The role will start immediately as a temporary assignment with the potential to transition into a permanent opportunity based on performance and business needs.

For immediate consideration please call Christine at 215-244-1870, or send your current resume to christine.macmahon@roberthalf com. Thank you! Requirements - Minimum of 1 year of experience in customer service, preferably in the financial services or mortgage industry.

Proficiency in handling inbound and outbound calls.

Strong organizational skills and ability to manage multiple systems simultaneously.

Excellent verbal and written communication skills.

Ability to work collaboratively in a fast-paced and team-oriented environment.

Previous experience in call center operations or order entry is a plus.

Familiarity with mortgage lending processes is preferred but not required. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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