Lender Services Representative - National General
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-06-29
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Customer Service/HelpDesk
Call Center / Support, Customer Service Rep, HelpDesk/Support
Lender Services Representative
Job Description:
The Lender Services Representative plays a key role in a specialized mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. This position focuses on assisting customers with mortgage accounts, escrow accounts, property insurance questions, and claims-related concerns.
The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism. This role requires strong communication, analytical thinking, and technical proficiency to navigate systems and ensure accurate account handling.
Key Responsibilities- Handle a high volume of inbound calls (60–80 calls per shift) from borrowers, insurance agents, and carriers related to mortgage servicing, escrow accounts, and property insurance
- Provide clear guidance on property insurance requirements, premium disbursements, and claims-related inquiries
- Strive for one-call resolution by efficiently addressing customer needs and minimizing repeat contacts
- Manage and de-escalate complex or sensitive customer interactions while maintaining a high level of professionalism and empathy
- Process and facilitate property insurance premium disbursements accurately and in a timely manner
- Maintain detailed and accurate documentation in internal systems, including account notes and updates
- Meet and maintain performance expectations, including availability, schedule adherence, and attendance standards
- Utilize internal tools and Microsoft Office applications (including Excel) to analyze account details and support customer inquiries
Skills & Qualifications
- Strong communication and active listening skills, with the ability to explain complex mortgage and insurance concepts clearly
- Proven ability to handle escalated calls with empathy, professionalism, and problem-solving focus
- Solid analytical and critical-thinking skills to assess account details and resolve issues effectively
- Demonstrated commitment to delivering a positive customer experience and high satisfaction outcomes
- Technical proficiency with Microsoft Office Suite, particularly Excel, and ability to learn new systems quickly
- Ability to thrive in a fast-paced, high-volume call center environment
- High School Diploma or GED (preferred)
- 0–2 years of customer service, call center, financial services, or mortgage-related experience (preferred)
Compensation for this role is $19/hr.
BenefitsAllstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs.
When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.
Equality, Diversity, and InclusionNational General Holdings Corp. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States; we do not sponsor work visas.
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