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

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

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

Client Success Representative

Key skills