Nterval Funding is hiring a Client Success Representative to be the primary point of contact for real estate agents exploring commission advances. In this role, you will guide clients through application and onboarding, ensuring accurate documentation and preparing files for review to deliver an exceptional experience.
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 an exceptional client experience
- Educate clients on next steps, documentation requirements, and timelines
- Update Salesforce with client details, document status, and 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 is a plus
Technical Stack
- Salesforce
Team & Environment
You'll have direct exposure to executive leadership and decision-making in a supportive, entrepreneurial culture that values initiative, ownership, speed, service, and trust.
Benefits & Compensation
- Compensation: $20–$25 per hour
- Competitive compensation package with growth opportunities
- Flexible remote/hybrid work options
- Professional development and industry training
- Remote work flexibility
- Professional development support
- Opportunities to grow into full-time with broader benefits
- Opportunities for advancement as the company grows
Work Mode
This role offers a hybrid work arrangement.
Nterval Funding is an equal opportunity employer.
