Nterval Funding is seeking a Client Relations Associate to be the first point of contact for real estate agents exploring commission advances. In this role, you will guide clients from initial inquiry through application submission, ensuring an exceptional onboarding experience. You will play a critical part in a company that values speed, service, and trust within the high-growth fintech real estate niche.
What You’ll Do
- Respond to prospective clients across phone, text, email, and chat.
- Guide agents through the application and documentation submission process.
- Review incoming documents for completeness and accuracy.
- Identify early blockers like missing forms or inconsistent information.
- Follow up with agents who started but have not completed an application.
- Prepare clean and accurate files for approval review.
- Maintain high inbound response speed and deliver an exceptional client experience.
- Educate clients on next steps, documentation requirements, and timelines.
- Update Salesforce with client details, document status, and application progress.
- Coordinate internally with operations as files move toward approval.
- Track application progress and ensure timely movement toward a decision.
What We’re Looking For
- Experience in client success, sales, operations management, or account management.
- Strong problem-solving abilities and multitasking skills.
- Excellent written and verbal communication.
- Highly organized with the ability to manage multiple deadlines.
- A professional, proactive, and accountable approach.
Nice to Have
- Working knowledge of CRM systems; Salesforce experience is a plus.
- Exposure to financial services, mortgage, escrow, title, or real estate transactions.
Technical Stack
- Salesforce
Benefits & Compensation
- Compensation: $20–$25 per hour.
- Competitive compensation with growth opportunities.
- Flexible remote/hybrid work options.
- Professional development and industry training.
- Supportive, entrepreneurial culture that values initiative and ownership.
- Direct exposure to executive leadership and decision-making.
- Opportunity to work in a high-growth fintech niche within real estate.
- Professional development support.
- Opportunities to grow into full-time with broader benefits.
- Opportunities for advancement as the company grows.
Work Mode
This position offers a hybrid work arrangement.
Nterval Funding is an equal opportunity employer.
