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Client Support & Success Manager
Location
California + 3 moreAll locations: California | Florida | Ohio | Texas
Posted
111 days ago
Salary
$20 - $25 / hour
Seniority
Senior
Job Description
Client Support & Success Manager
Nterval Funding
• 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 (missing forms, unclear dates, 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
Job Requirements
- Experience in client success, sales, operations management, or account management
- Working knowledge of CRM systems (Salesforce experience is a plus)
- Strong problem-solving abilities and multitasking skills
- Excellent written and verbal communication
- Highly organized with the ability to manage multiple deadlines
- Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
- Professional, proactive, and accountable
Benefits
- 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
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