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 gather key details and ensuring each interaction is handled with care and consistency. This opportunity is well suited for someone who communicates confidently, stays organized in a fast-moving environment, and enjoys guiding customers through the first stage of the lending process. Responsibilities: • Handle incoming and outbound conversations with prospective borrowers to begin the loan inquiry process. • Use a consistent set of screening questions to collect information related to eligibility, including income, credit profile, and borrowing goals. • Enter customer and application details into internal platforms with a high level of accuracy and completeness. • Direct eligible applicants to the appropriate Loan Officer for follow-up and continuation of the process. • Provide a supportive experience that helps customers feel informed and valued during each interaction. • Meet daily activity expectations for call volume, responsiveness, and successful handoff of viable applicants. • Maintain clear records of customer communications and status updates to support efficient workflow management.

• At least 1 year of experience in customer service, call center support, or another client-facing role. • Strong verbal communication skills with the ability to establish rapport quickly and professionally. • Comfort working in a high-volume call environment while following defined procedures. • Solid attention to detail and accurate data entry skills. • Ability to manage inbound and outbound calls effectively while maintaining service quality. • Experience using customer relationship management tools such as Salesforce is preferred. • Background in mortgage lending or financial services is helpful, but not required.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> 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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

Irvine, CA
onsite
Temporary to Hire
19 - 20 USD / Hourly
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 gather key details and ensuring each interaction is handled with care and consistency. This opportunity is well suited for someone who communicates confidently, stays organized in a fast-moving environment, and enjoys guiding customers through the first stage of the lending process. Responsibilities: • Handle incoming and outbound conversations with prospective borrowers to begin the loan inquiry process. • Use a consistent set of screening questions to collect information related to eligibility, including income, credit profile, and borrowing goals. • Enter customer and application details into internal platforms with a high level of accuracy and completeness. • Direct eligible applicants to the appropriate Loan Officer for follow-up and continuation of the process. • Provide a supportive experience that helps customers feel informed and valued during each interaction. • Meet daily activity expectations for call volume, responsiveness, and successful handoff of viable applicants. • Maintain clear records of customer communications and status updates to support efficient workflow management.
2026-07-15T00:00:00Z