Key skills
SalesforceCRMLeadershipCommunicationAccount Management
About this role
Role Overview
- 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
- 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
- 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