Position Summary:

RoundPoint’s brand identity rests in the hands of the Customer Service Representative. The Customer Service Representative manages RoundPoint’s reputation, and advances it through superior proactive and reactive communication. The Customer Service Representative achieves this end by translating our customers’ needs into answers to their questions, workflows to other departments, and/or knowledge of RoundPoint’s self-service products. The Customer Service Representative creates the solution to any problem by the end of the conversation.

This is more than Customer Service!

Compensation Range:

$36,000 - $40,000 (estimated annual base) + monthly incentive compensation.  Note, this is an hourly non-exempt position, overtime is available! 

We’re looking for people who…

  • Can stay creative and have fun within a very structured day
  • Love a non-stop ever-changing workplace (important things change, so we evolve faster than our market!)
  • Value Ethics above all else
  • Have a sincere thirst for knowledge (we’ll teach you a lot!)
  • Embody our White Glove Service principles
  • Are genuine, sincere hard workers with grit (we have a work hard, play hard mentality!)
  • Strive to outperform their peers while maintaining a positive and fun attitude
  • Are eager to treat every caller as a unique individual (even better: win over the ones who are most upset)
  • Want to become mortgage “know-it-alls” and exceptional “people-people”
  • Will be the hero; who love diagnosing and solving problems for others
  • Are thorough, detail oriented, quick-on-their-feet, outside-of-the-box thinkers
  • Smile until their faces hurt (just kidding… kinda)

Primary Responsibilities:

Our Customer Service Representatives report to Customer Service Supervisors and develop strong working relationships with other servicing partners. Our Customer Service Representatives identify problems and then draft blueprints other departments use to create solutions.

    • Attentively listen to our customers
    • Progress customers’ needs into effective solutions
    • Speak clearly using basic vocabulary (it’s all about effectiveness)
    • Efficiently navigate through multiple servicing related systems and platforms
    • Work challenging hours such as holidays, nights, and weekends
    • Proactively review loan accounts for potential talking points
    • Serve as the communication channel between customers and the organization at large
    • Strictly adhere to working schedules. You must be working on time.
    • Adhere to RoundPoint’s (obsessive) commitment to compliance
    • Other duties not described above may be assigned as needed



    • Can empathize with anybody going through a tough situation
    • Ability to simultaneously talk and quickly/accurately type
    • Computer proficiency
    • Ability assess if an explanation or situation actually “makes sense”
    • Ability to apply mathematical concepts and calculations
    • Strong oral, written, and interpersonal skills and strong customer-service skills, including courteous telephone etiquette
    • Ability to interpret policies and procedures and communicate effectively
    • Ability to make decisions and exercise good judgment in a complex and rapidly changing environment
    • Ability to adapt to a fast-paced environment, and learn and retain new or evolving information and procedures
    • Ability to work under stress and pressure and respond to inquiries with tact, diplomacy, and patience
    • Ability to excel in a team environment
    • Ability to exercise discretion on sensitive and confidential matters
    • Excellent punctuation, spelling, grammar, and proofreading skills


    • College preferred, high school degree or GED accepted with experience or other pertinent skills
    • Customer service call center or customer service experience such as insurance, retail, banking, hospital medical office or other experience with extensive customer contact is a plus
    • Mortgage / MSP software experience a plus


RoundPoint’s Employee Value Proposition:  Grow, make a difference, and have fun along the way!

 Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work!  That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!

 As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community!  Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!

Physical Demands & Working Conditions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job: 

  • The employee is required to sit for extended periods of time and is occasionally required to stand and walk. 
  • The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl. 
  • The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. 
  • Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. 
  • The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

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