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Service First Mortgage: Customer Success Associate

Service First Mortgage

This is a Full-time position in Mckinney, TX posted July 3, 2021.

At Service First, our unique values serve as a compass for our actions and are the foundation of our culture.We promote innovation and are purposefully dynamic in our growth processes.

We change, not just for the good of ourselves, but for the good of everyone involved.We hire people with the ability to think creatively, who use inspiration and imagination to solve problems by looking at them from unexpected perspectives.We hire people with the ability to question assumptions and offer solutions that seem impossible; take calculated risks; take what might be seen as a problem and turn it into an opportunity; are able to bring paradigm shifts in product, processes or systems because of their thoughts and new ways of thinking; give feasible ideas andnot just tangent thoughts.We are honored to be voted as a Top 100 Places to Work by the Dallas Morning News for six consecutive years.

Service First Mortgage is the first company to be ranked as high as #4 in its first year of nomination.

We are also honored to have received a special award in the category of Best Direction.Service First Mortgage is currently hiring for a Customer Success Associate.The Customer Success Associate is a member of the Sales Department and is responsible for initiating outbound calls to previous customers and referral partners.

Their objective is to help gain referrals and to make appointments for our sales team with the expectations these efforts will lead to new business for the company.

The successful individual will work closely with designated retail sales teams and referral partner’s coordinating warm transfer phone calls to the sales team.Duties include:Follow approved scripts on outbound calls to achieve campaign objectives.Follow approved workflows to nurture sales leads.Ensure all phone conversations are professional and add value.Schedule appointments, coordinate multiple calendars, and make follow-up calls as appropriate.Adhere to metrics and service level agreements as set by management.Utilize CRM as directed to track calls and follow upRequirementsEducation and/or Work Experience Requirements:0-2 years of professional experience, with a preference for Customer Service, Sales or Call Center experience.Bachelor’s degree is a plus.Skills:Strong written and verbal communication skills aligned to heavy phone volume.Goal driven to achieve targeted results.Perseverance in overcoming obstacles and ability to handle rejection.Self-driven with the ability to work in an ambiguous environment with minimal guidance or supervision.Strong organizational skills with the ability to manage multiple priorities in a fast-paced, dynamic environment with strict time requirements.Proficient with Microsoft Office.High level of integrity, discretion and professionalism in handling confidential and sensitive information.Ability to adapt quickly and learn to utilize new software and tools as neededBenefitsHealth Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Life Insurance (Basic, Voluntary & AD&D)PaidTime Off (Vacation, Sick & Public Holidays)Short Term & Long Term DisabilityTraining & DevelopmentWork From Home and In OfficeWellness Resources