Key skills
SalesforceCRMLeadershipCommunicationAccount ManagementSales
About this role
Role Overview
- 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
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