Customer Service Executive

Overview

PRYPCO is seeking a confident, consultative, and service-oriented Mortgage Concierge/Telecaller to serve as the first point of contact for prospective mortgage clients. You will guide high-intent leads through the early stages of their financing journey - qualifying, informing, and coordinating with care. This role is more than telecalling - it's about building trust, creating structure, and ensuring a seamless handover to Mortgage Advisors. You'll be part of a fast-paced team delivering premium experiences from the very first conversation.

Responsibilities

• Initiate outbound calls to leads generated via digital campaigns, referrals, or real estate partners.
• Engage clients in structured conversations to understand their property and financing needs.
• Guide customers through the initial steps of the mortgage process with clarity and care.
• Collect key eligibility details such as employment, income, and property preference to prepare them for consultation with Mortgage Advisors.
• Maintain accurate records in Salesforce, ensuring every lead is properly tracked and followed up on.
• Coordinate with internal teams to ensure the client experience remains smooth and informed throughout.
• Proactively follow up with interested customers, manage timelines, and ensure next steps are never missed.

What We're Looking For

• Strong communication skills
• 2-4 years of experience in customer-facing roles - ideally in financial services, real estate, or a premium client interaction setting
• Strong interpersonal skills with the ability to engage professionally and build rapport over the phone
• Ability to manage structured conversations and navigate complex customer needs with confidence
• Familiarity with Salesforce or similar CRM tools preferred
• Organized, responsible, and committed to providing an exceptional client experience

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other