About the Customer Service Representative Role

Robert Half is thrilled to partner with a fast-growing, client-focused mortgage brokerage in Irvine, California, that's revolutionizing the home financing landscape. We're seeking a dynamic Customer Service Representative for a contract-to-permanent position. In this pivotal role, you'll serve as the welcoming voice of the brand, connecting directly with motivated homebuyers, fostering trust, and propelling business success. This isn't just a job—it's your gateway to a rewarding career in the mortgage industry, where your daily interactions directly influence client satisfaction and company growth. Join a collaborative, innovative team in the heart of Orange County, where your passion for people and sales can flourish. With no prior mortgage experience required, this opportunity is perfect for ambitious professionals ready to make an impact in real estate finance.

Why This Role Stands Out in Irvine's Job Market

Irvine, CA, is a hub for finance and tech innovation, and this mortgage brokerage is at the forefront. As a Customer Service Representative, you'll thrive in a high-energy environment, handling inbound leads from eager homebuyers. Expect a blend of phone outreach, email nurturing, and CRM management to convert prospects into loyal clients. The contract-to-permanent structure offers stability and rapid advancement, setting you apart from traditional customer service roles.

Key Responsibilities

Your day-to-day will be action-packed and results-driven. Here's what you'll tackle:

• Engage & Convert Leads: Respond promptly to inbound inquiries and follow up with warm prospects using phone, email, and CRM tools to cultivate strong, lasting relationships with homebuyers at every stage of their journey.
• Drive Appointments & Pre-Qualifications: Skillfully schedule meetings for loan officers, guide clients through initial pre-qualification steps, and ensure seamless transitions toward securing their dream home financing.
• Collaborate for Maximum Impact: Partner closely with referral partners, loan officers, and internal teams to identify opportunities, streamline processes, and deliver white-glove service that exceeds expectations.
• Track & Optimize Performance: Monitor lead progress in CRM systems, analyze conversion metrics, and contribute insights to refine strategies, directly fueling the brokerage's expansion in the competitive Irvine mortgage market.

Every call and email you handle contributes to helping families achieve homeownership—one of life's most significant milestones.

Required Qualifications

We prioritize attitude, aptitude, and enthusiasm over experience. Here's what we're seeking in top candidates:

• Exceptional communication skills with a knack for building rapport quickly over phone and digital channels.
• Proven sales savvy and relationship-building prowess, ideally from customer-facing roles.
• Goal-oriented mindset that thrives in fast-paced, target-driven settings.
• Comfort with CRM software (e.g., Salesforce, HubSpot) and digital tools—no advanced tech expertise needed.
• A genuine passion for helping people, especially in high-stakes scenarios like home buying.
• No mortgage knowledge required—we provide comprehensive training on loans, processes, and compliance.

High school diploma or equivalent; associate's or bachelor's degree preferred. Must be authorized to work in the US and available for Irvine-based work.

Why Join Us? Exceptional Benefits & Growth

This role offers more than a paycheck—it's a launchpad for your career. Starting as a contract position, you'll transition to permanent status with:

• Clear Advancement Paths: Move up to Loan Officer with our sponsorship for MLO certifications and licensing.
• Lucrative Earnings: Competitive base pay of $20/hour (approx. $41,600/year full-time), plus commissions on closed deals post-permanent hire, and performance bonuses.
• Supportive Culture: Join a team that champions integrity, collaboration, and work-life balance in a modern Irvine office.
• Professional Development: Full training on mortgage products, sales techniques, and industry best practices.
• Impactful Mission: Play a key role in clients' homeownership dreams while growing with a brokerage poised for explosive expansion.

Robert Half places thousands in top Irvine jobs annually. Apply now to elevate your career in customer service and mortgage sales. Keywords: Customer Service Representative jobs Irvine CA, mortgage customer service careers, Robert Half placements, contract-to-hire opportunities.