Nterval Funding is looking for a Client Support & Success Manager to be the primary point of contact for real estate agents exploring commission advances. You will guide clients through the entire application and onboarding process, ensuring smooth and accurate submission of documentation.
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
- Customer service reps comfortable with high-volume outreach.
- Individuals who enjoy helping clients through onboarding and documentation.
- Fast responders who stay organized under pressure.
- Strong communicators who enjoy problem-solving and helping clients succeed.
Technical Stack
- Salesforce
Benefits & Compensation
- 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.
Work Mode
This is a fully remote position.
Nterval Funding is an equal opportunity employer.
