Nterval Funding is looking for a Client Success Representative to be the primary guide for real estate agents exploring commission advances. In this role, you will manage the initial client journey from first contact through application submission and file preparation. Our team values speed, service, and trust.
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 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 is a plus.
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.
- 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 is a hybrid position offering flexible remote work options.
