Nterval Funding is hiring a Client Success Representative to be the first point of contact for real estate agents exploring commission advances. You will guide clients through the application and onboarding process, ensuring accurate documentation and an exceptional experience from initial contact to file review.
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
- 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
Team & Environment
You will have direct exposure to executive leadership and decision-making.
Benefits & Compensation
- Compensation: $20–$25 per hour
- Competitive compensation package with growth opportunities
- Flexible remote/hybrid work options
- Professional development and industry training
- Professional development support
- Opportunities to grow into full-time with broader benefits
- Opportunities for advancement as the company grows
Work Mode
This role follows a hybrid work model.
Nterval Funding is an equal opportunity employer.
