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Financial Services Customer Care Agent

2 months ago

Salt Lake, Utah, United States Security National Financial Full time

Mortgage Customer Support Specialist

Security National Financial is seeking a committed Mortgage Customer Support Specialist to become part of our dynamic team. Our organization is dedicated to delivering exceptional Life Insurance, Mortuary, Cemetery, and Mortgage solutions. With a reputation for excellence, we have been recognized as a Top Workplace for six consecutive years, reflecting our outstanding work culture.

Key Responsibilities:

  • Assist customers with inquiries and provide guidance on financial services
  • Engage with various stakeholders including clients, insurance representatives, and internal teams
  • Perform servicing tasks such as processing payments and managing loan transfers
  • Ensure the timely execution of daily responsibilities

Qualifications:

  • Previous experience in the mortgage sector is preferred
  • Bilingual proficiency in Spanish is required
  • Attention to detail with strong data entry capabilities
  • Familiarity with Microsoft Office Suite is essential

Employee Benefits:

  • Two weeks of paid vacation, ten paid holidays, and sick leave
  • Comprehensive health benefits including medical, dental, and vision coverage
  • 401(k) plan with company matching contributions