Job description

Job Title: Customer Care Specialist
Pay rate: $18 - $20/hr
Duration: 4-6 months contract
Location: ONSITE - San Diego CA 92111

TECHNICAL SKILLS
Must Have

• Able to adapt and learn in a fast-paced environment
• call center experience
• Customer Service
• Microsoft Office
• Multi-tasking
• professional on the phone
• Self-motivated

ESSENTIAL FUNCTIONS

• 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.
• Serve as liaison between customers looking for purchase information, refinance information and/or already working with a loan officer; verify customer information in Salesforce to ensure proper assignments.
• Ensure data integrity within lead management system.
• Schedule follow up reminders for calls in the database.
• Memorize call scripts in order to ease conversations.
• Manage client and referral partner databases in company portal/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 client’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.
• Be dedicated to meeting the expectations and requirements of internal and external customers; acquire firsthand customer information and use it for relevant improvements in products and services; act with the customer in mind; establish and maintain effective relationships with customers and gain their trust and respect.
• Perform other duties and provide administrative support as needed.

QUALIFICATIONS

• High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending related role.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
• Ethical, with a commitment to company values.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.

REQUESTING AN ACCOMODATION

Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter.

PAY TRANSPARENCY POLICY STATEMENT

Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.

Job Type: Contract

Pay: $18.00 - $20.00 per hour

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Education:

• High school or equivalent (Preferred)

Experience:

• Mortgage lending: 1 year (Preferred)
• Data entry, PDF software programs: 2 years (Preferred)
• Microsoft Word, Excel, and PowerPoint: 2 years (Preferred)
• Call center/Customer care: 2 years (Preferred)

Work Location: In person

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