Description We are looking for a Customer Service Representative to join a financial services team in Irvine, California on a Contract to Permanent basis. In this role, you will serve as an early point of contact for prospective borrowers, helping collect key information and guiding each person through the first stage of the loan process. This opportunity is well suited for someone who communicates confidently, works well in a structured environment, and enjoys creating a detail-focused customer experience in a fast-moving setting.

Responsibilities:

• Speak with prospective borrowers to gather initial details and understand their financing needs.
• Use a defined questioning approach to evaluate basic qualification factors such as income, credit profile, and borrowing intent.
• Record customer information carefully and maintain accurate updates within internal platforms.
• Direct eligible applicants to the appropriate Loan Officer for continued follow-up and next steps.
• Provide courteous, attentive service that builds trust and leaves applicants with a positive impression.
• Manage a steady flow of inbound and outbound calls while meeting productivity and conversion goals.
• Follow established procedures to ensure each interaction is handled consistently and efficiently. Requirements
• At least 1 year of experience in customer service, a call center, or another client-facing environment.
• Strong verbal communication skills with the ability to establish rapport quickly over the phone.
• Ability to handle a high volume of calls while staying organized and attentive to detail.
• Demonstrated accuracy in data entry and documentation.
• Comfortable following a structured workflow and asking clear, consistent qualifying questions.
• Experience with inbound and outbound calling is preferred.
• Familiarity with Salesforce or similar customer relationship management systems is a plus.
• Exposure to mortgage or financial services environments is preferred but not required.

TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .