Responsibilities
- 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
- Strong problem-solving abilities and multitasking skills
- Excellent written and verbal communication
- Highly organized with the ability to manage multiple deadlines
Nice to Have
- Salesforce experience is a plus
- Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
- Professional, proactive, and accountable
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
- This role starts as part-time (20–30 hours per week, Monday–Friday).
- The hourly pay range for this role is $20–$25 per hour.
