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Customer Service Representative (CSR)

Entry-level

About the Role

At AdvantageFirst Lending Inc. in the Financial Services space, Empowering homeowners through transparent lending and lasting relationships since 2014..

This role is hired as a Customer Service Representative (CSR). High performers are trained and promoted into Loan Officer roles. We are seeking a motivated and ambitious employee to join our vibrant, record-breaking team. This is an excellent opportunity for individuals with limited experience who aspire to work in the financial services. As a Junior Mortgage Banker, you will work closely with our licensed Loan Officers delivering exceptional customer experience. You will receive comprehensive training and mentorship to develop the necessary skills and knowledge to excel in the lending industry.

Want to learn more about what it's like to work at AdvantageFirst Lending Inc.? View our full profile.

Requirements

  • Manage inbound and outbound calls (no cold calls).
  • Gather and verify information from clients while developing strong relationships and providing amazing customer service.
  • Maintain compliance with relevant regulations and company policies.
  • Participate in regular training sessions and educational programs to expand knowledge of customer service, sales, and loan origination procedures.

Prefer to apply on the company's career site?

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What It's Like to Work at AdvantageFirst Lending Inc.

What It's Like to Work Here

heart-handshake Genuine Relationships Over Transactions
lightbulb Empowerment Through Trust
users Collaborative Problem-Solving
trending-up Learning & Development Culture
smile Positive, Fun Work Environment

Frequently Asked Questions About Working at AdvantageFirst Lending Inc.

Common questions candidates ask about this role and AdvantageFirst Lending Inc.'s workplace

Founded in 2014, AdvantageFirst Lending is a family-owned mortgage company built on a foundation of trust, transparency, and client-first service. Headquartered in Lake Forest, California, we specialize in residential mortgage lending, refinancing, and home equity solutions, helping thousands of families achieve their homeownership and financial goals. We believe that relationships - not transactions - drive lasting success. That philosophy shapes how we serve our clients and how we treat our team. Our in-house processing, underwriting, and operations teams allow us to deliver fast, seamless closings while maintaining the highest standards of accuracy and care. What truly sets AdvantageFirst apart is our culture. We are committed to building careers, not just jobs, through innovative training programs like LO-VATE , which develops the next generation of top-producing loan officers from the ground up. Our people thrive in a collaborative, high-energy environment where ideas are valued, growth is encouraged, and hard work is recognized and rewarded. With over $2 billion in loans funded , an A+ BBB rating , and a proven track record of client satisfaction, AdvantageFirst Lending is proud to be a trusted leader in the mortgage industry - and an even prouder champion of the people who make that possible every day.

Please review the specific job listing or contact AdvantageFirst Lending Inc.'s recruiting team for details on remote or hybrid work options for this role.

Salary information may vary by role and location. Please check the specific job listing or discuss compensation during the interview process.

AdvantageFirst Lending Inc. is an established organization in its industry. The company focuses on maintaining a supportive workplace culture for all employees.

Key benefit categories include: Compensation & Financial, Career Development & Support, Workplace Culture & Technology. You can view more details on their CertCheck profile.

The day-to-day environment is guided by core values such as Genuine Relationships Over Transactions and Empowerment Through Trust and Collaborative Problem-Solving.

The company has committed to inclusive practices including: People-First Leadership and Transparent Communication.

AdvantageFirst Lending Inc. has a supportive and collaborative culture, recognized as a loved place to work by its team members.

AdvantageFirst Lending Inc. currently has 1 open position. You can view all current openings at certcheck.mostlovedworkplace.com/companies/advantagefirst-lending-inc/jobs.

The interview process typically involves an initial recruiter screen followed by team interviews. Please contact AdvantageFirst Lending Inc.'s recruiting team for specific details on this role's process.

Apply for Customer Service Representative (CSR)

Submit your application directly to the AdvantageFirst Lending Inc. team. Let them know why you'd be a strong addition to their team.

AdvantageFirst Lending Inc.

AdvantageFirst Lending Inc.

Financial Services
Lake Forest, California
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