Nterval Funding is hiring a Client Success Coordinator to be the primary contact for real estate agents exploring commission advances. You’ll manage the application lifecycle, from initial inquiry to file preparation, ensuring a seamless and supportive experience for clients.
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 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 client details, document status, and application progress in Salesforce.
- 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 approach.
Nice to Have
- Working knowledge of CRM systems, with Salesforce experience being a plus.
- Exposure to financial services, mortgage, escrow, title, or real estate transactions.
Technical Stack
- Salesforce
Benefits & Compensation
- Competitive compensation package: $20–$25 per hour.
- 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.
- Opportunities to grow into a full-time role with broader benefits.
- Opportunities for advancement as the company scales.
Work Mode
This position offers a hybrid work mode.
Nterval Funding is an equal opportunity employer.
