Customer Retention Specialist

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