Nterval Funding is seeking a Client Relations Associate to join our team. In this remote position, you will serve as the first point of contact for real estate agents exploring commission advances. You’ll guide clients through the application and onboarding process, help them submit accurate documentation, and prepare files for review and approval. This is a fast-paced, communication-heavy role that requires strong organization, responsiveness, and excellent client service skills.
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 such as missing forms, unclear dates, 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.
- Professional, proactive, and accountable.
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 package 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 the real estate industry.
- Professional development support.
- Opportunities to grow into full-time with broader benefits.
- Opportunities for advancement as the company grows.
Work Mode
This role operates on a hybrid work model.
Nterval Funding is an equal opportunity employer.
