Customer Service Representative Job in Irvine, CA | Robert Half

Customer Service Representative

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.