Join Nterval Funding as a Client Support & Success Manager, where you will be the primary guide for real estate agents seeking commission advances. You’ll manage the entire client journey from initial inquiry through application submission and onboarding, ensuring a seamless and supportive experience in a fast-paced fintech environment.
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, unclear dates, 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.
- A professional, proactive, and accountable approach.
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
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 position offers a hybrid work model.
