Inbound Mortgage Customer Service Specialist
Allied Solutions
Inside Sales / Customer Service
SunSource
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Maintain and improve Customer relationships
- Address Customers’ needs
- Assist & Support Account Managers
- Provide accurate product information, pricing and availability in a fast pace environment
- Negotiate sale and purchase price
- Assist with customer returns
- Expedite and route material
- Provide product literature
- Technical assistance
- Upload data on Customer internet portals
- Create quotes and sales orders
- Assist with pulling inventory and preparing shipments
- Follow up with Customers to provide accurate delivery dates and updated order status
- Outbound prospecting calls to grow our market and sell value-add services
- Update customer information in CRM (Customer Relationship Management) system
- Other duties may be required
Requirements
- 2+ years of experience and/or a 2-year Associates or Technical degree
- Experience in Industrial Distribution or allied industry experience (Hydraulic, Pneumatic, Fluid Power, Electrical, Power Transmission, Motors, and Motion Control) is preferred
- Proficient with software programs relating to the customer service position including Microsoft Excel, Microsoft Word, E-mail and vendor pricing programs
- Working experience with Trend is a plus
- Strong analytical, mathematical, and mechanical aptitude
