Customer Success Agent – Reverse

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🕒 2 days ago

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Logo of ComplyRight, Inc.

ComplyRight, Inc.

201 - 500 employees

Founded 1987

📋 Compliance

🏢 Enterprise

🤝 B2B

Compliance • Enterprise • B2B

ComplyRight, Inc. is a company that specializes in providing compliance solutions tailored for businesses to effectively manage their regulatory obligations. They offer resources and tools that help organizations navigate the complexities of compliance in various sectors, ensuring they adhere to relevant laws and guidelines.

📋 Description

• Drive inbound and outbound communication for reverse mortgage inquiries. • Follow up on high-quality leads and schedule qualified appointments. • Maintain meticulous lead notes and communication histories within CRM platforms. • Assist with administrative tasks and specialized marketing campaigns as directed by leadership.

🎯 Requirements

• 1–3 years of experience in customer service, call centers, sales support, mortgage, or a related field preferred. • Proficiency with Microsoft Office products (Outlook, Word, Excel) and experience with CRM platforms (e.g., Velocify) is highly preferred.

🏖️ Benefits

• Customer service is at the heart of everything we do. • Delivery of personalized loan solutions with some of the fastest turn times in the industry. • Exciting career paths and professional development.

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