Responsibilities
- Follow up with escrow, title, and brokerages to obtain required confirmations and update timelines
- Keep approved deals moving toward same-day or next-day funding
- Confirm commission amounts, closing dates, and documentation accuracy
- Track and communicate delays, cancellations, and updated closing dates
- Identify issues that may delay funding or repayment and resolve them proactively
- Coordinate next steps with agents when deals are delayed or fall out
- Assist with repayment follow-up after closing
- Maintain accurate documentation and compliance throughout each file
- Update Salesforce as transactions progress
- Support operations, accounting, and collections teams as needed
- Build strong relationships with agents to improve speed and increase repeat usage
Requirements
- Experience in client success, collections, loan processing, or account management
- Exposure to financial services, mortgage, escrow, title, or real estate transactions
- 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)
Benefits
- Remote work flexibility
- Professional development support
- Opportunities to grow into full-time with broader benefits
- Opportunities for advancement as the company grows
Work Arrangement
Hybrid
Additional Information
- 20–30 hours per week, Monday–Friday
- This role starts as part-time
