Customer Service Representative

Customer Service Representative

Job Category: Loan Servicing

Requisition Number: CUSTO015243



Remote, USA

Remote in CA

California, USA


Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/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 Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations.

Essential Functions

  • Answer and service calls in a professional, timely and efficient manner.
  • Build rapport with customers by greeting them in a courteous, friendly, and professional manner using procedures learned during new-hire training.
  • Listen attentively to customer needs and concerns; demonstrate empathy and patience.
  • Explore, analyze and respond to customers’ issues and concerns via phone, email, and through written correspondence.
  • Use decision-support computer software programs to respond to typical customer work/service order inquiries and requests.
  • Verify customers’ understanding of the servicing of their loan, and clarify/provide additional information as needed in order to answer questions and concerns.
  • Provide accurate and complete information to resolve issues, and follow up on any outstanding issues or commitments promptly and when promised.
  • Prepare complete and accurate call notes, written documentation, etc., and update customer files in the system.
  • Communicate effectively with individuals/teams to ensure high quality and timely responses and resolutions to customer requests.
  • Transfer misdirected customer requests to the right party, and escalate calls when needed.
  • Contribute ideas and suggestions to resolve problems, provide a great customer service experience, and/or improve productivity.
  • Participate in activities designed to improve customer satisfaction and business performance.
  • Stay current on changes in industry regulations.
  • Demonstrate and promote Guild Core Values.
  • Perform other duties as assigned.


  • High school diploma or equivalent preferred, along with a minimum of two years total work experience in high volume customer service role(s).
  • Prior experience in consumer/mortgage lending, banking, or related industry/positions strongly preferred.
  • Passionate about delivering excellence in customer service within a team environment.
  • Demonstrate patience and professionalism when interacting with consumers.
  • Ability to work in a sometimes emotionally demanding role that requires patience and professionalism while interacting with consumers experiencing financial and emotional stress.
  • Excellent verbal and written communications skills required.
  • Highly organized and detail oriented; ability to work in a fast-paced, metrics-driven environment required.
  • Basic math skills required.
  • Proficiency with data entry, Microsoft Word, Excel, PowerPoint and Outlook required.
  • Familiarity with document retention software; Blitzdoc preferred.


  • Direct to moderate supervision required, depending on experience level
  • 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.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

Targeted Salary Range: $17.16/hr to $22.69/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.