- 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 Guild360/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 Guild'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.
- 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.
- Bilingual is a plus.
- No direct or indirect reports.
- Apply sound judgment in execution of core job responsibilities.
- Travel: 0%
- Physical: Work is primarily sedentary; mobility in an office setting.
- Manual Dexterity: Frequent use of computer keyboard and mouse.
- Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
- Environmental: Office environment – no substantial exposure to adverse environmental conditions.
-
Mission Healthcare is the largest home health and hospice company in the western United States. We provide a comprehensive array of services that meet the needs of patients and families across the healthcare continuum. · ...
San Diego Full time3 weeks ago
-
We are looking for an extraordinary Caregiver to care for our clients in a professional and compassionate manner. The ideal candidate will be patient and friendly with excellent communication skills. · ...
San Diego $17.75 - $20.50 (USD)1 month ago
-
· Home Care Specialist · A home care specialist is a professional who assists individuals with daily tasks and activities so that their clients can live more independent lives. They are kind-hearted and have good organizational skills. They are there to help and to keep track of ...
San Diego, CA4 days ago
-
We're proud to be where the pets go and where the pet people go.Petco is the place for you. · ...
San Diego $17 - $25 (USD)2 weeks ago
-
· Classification: Non-exempt · Reports to: Office Manager · Summary/Objective · JOB DESCRIPTION · Patient Care Specialist 1 (PCS1) is an entry level role focused on assisting patients with medical equipment, ensuring proper usage instructions, and providing exceptional patient c ...
San Diego $35,000 - $55,000 (USD) per year3 days ago
-
We are building a category and disrupting the status quo in life science sales. We're looking for driven, Virology Care Specialists who are ready to make their mark—bringing passion, persistence, and a strong desire to help patients. · ...
San Diego Full time1 month ago
-
"Improving the lives of those with chronic care diseases while providing solutions to our customers." · Looking for a new opportunity? At SuperCare Health you have the chance to reach your dreams by helping us in serving the healthcare needs of our ever-growing patient population ...
San Diego, CA4 days ago
-
· Classification: Non-exempt · Reports to: Office Manager · JOB DESCRIPTION · Summary/Objective: · Patient Care Specialist 1 (PCS1) is an entry level role focused on assisting patients with medical equipment, ensuring proper usage instructions, and providing exceptional patient ...
San Diego, CA $36,000 - $60,000 (USD) per year2 days ago
-
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of profe ...
San Diego, California, United States $27,600 - $184,000 (USD) per year6 days ago
-
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of profe ...
San Diego, California, United States $80,000 - $140,000 (USD) per year6 days ago
-
What You'll Do · As a Customer Care Specialist you will be the primary contact responding to inquiries from internal and/or external customers. · ...
San Diego, CA1 month ago
-
Description · Classification: Non-exempt · Reports to: Office Manager · Summary/Objective · JOB DESCRIPTION · Patient Care Specialist 1 (PCS1) is an entry level role focused on assisting patients with medical equipment, ensuring proper usage instructions, and providing exceptiona ...
San Diego, CA $36,000 - $60,000 (USD) per year2 days ago
-
The Customer Care Specialist will be the primary contact responding to inquiries from internal and/or external customers. · ...
San Diego $22.21 - $29.62 (USD)1 month ago
-
Urgently Hiring It's more than just a job · We are looking for YOU to make a difference in someone's life · Join one of the fastest-growing home care companies in the nation. Senior Helpers is the first national in-home care company to be recognized as a Great Place to Work as a ...
San Diego $32,000 - $52,000 (USD) per year4 days ago
-
We are seeking a Customer Care Specialist to join our team at Veracyte. As a key member of our customer care team, you will ensure that healthcare providers and patients receive unparalleled service and support. · The Position: · You will handle customer inquiries with empathy an ...
San Diego, CA1 month ago
-
We are looking for YOU to make a difference in someone's life Join one of the fastest-growing home care companies in the nation.Satisfaction - As a Senior Helpers Caregiver, you experience the privilege of giving back to your community with every shift you complete. · ...
San Diego1 month ago
-
+ Manage and resolve formal patient complaints grievances and appeals in accordance with CMS Joint Commission and organizational policies. · + Conduct detailed investigations into quality-of-care and service-related concerns. · + Draft and send formal grievance responses to patie ...
San Diego1 month ago
-
Triage & Care Coordination Specialist · Overview · We are seeking a compassionate and detail-oriented Triage & Care Coordination Specialist to support patients across Skilled Nursing Facility (SNF) and triage service lines. This role serves as a central communication hub between ...
San Diego1 week ago
-
IDR is seeking an Experience of Care Specialist II to join one of our top clients in San Diego, CA for an opportunity within the healthcare industry. · ...
San Diego, CA4 weeks ago
-
The Wildlife Care Specialist performs all job assignments with a positive attitude that supports San Diego Zoo Wildlife Alliance's mission and vision of saving species worldwide by uniting our expertise in wildlife care and conservation science with our dedication to inspiring pa ...
San Diego Part time2 weeks ago
-
**Triage & Care Coordination Specialist · Overview · We are seeking a compassionate and detail-oriented Triage & Care Coordination Specialist to support patients across Skilled Nursing Facility (SNF) and triage service lines. This role serves as a central communication hub betwee ...
San Diego, CA1 week ago
Customer Care Specialist - San Diego - Guild
Description
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.Position Summary
The Customer Care Specialist plays an important role in the organization by performing a number of activities related to the company's production functions. The role is primarily responsible, under direct supervision, for providing administrative support to originators, which may include managing databases, making calls on behalf of the originator and providing an organized lead management system to assigned group.
Compensation
This role is a non-exempt position with a Targeted Salary Range of $18/hr to $23/hr.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: CUSTO017435
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
-
Care Specialist
Full time Only for registered members San Diego
-
Home Care Specialist
Only for registered members San Diego
-
Home Care Specialist
Only for registered members San Diego, CA
-
Animal Care Specialist
Only for registered members San Diego
-
Patient Care Specialist
Only for registered members San Diego
-
Virology Care Specialist
Full time Only for registered members San Diego
-
Customer Care Specialist
Only for registered members San Diego, CA
-
Patient Care Specialist
Only for registered members San Diego, CA
-
Customer Care Specialist
Only for registered members San Diego, California, United States
-
Customer Care Specialist
Only for registered members San Diego, California, United States
-
Customer Care Specialist
Only for registered members San Diego, CA
-
Patient Care Specialist
Only for registered members San Diego, CA
-
Customer Care Specialist
Only for registered members San Diego
-
Personal Care Specialist
Only for registered members San Diego
-
Customer Care Specialist
Only for registered members San Diego, CA
-
Personal Care Specialist
Only for registered members San Diego
-
Experience of Care Specialist II
Only for registered members San Diego
-
Triage & Care Coordination Specialist
Only for registered members San Diego
-
Experience of Care Specialist II
Only for registered members San Diego, CA
-
Mesa Wildlife Care Specialist
Part time Only for registered members San Diego
-
Triage & Care Coordination Specialist
Only for registered members San Diego, CA