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Nterval Funding · 1 day ago

Customer Success Specialist (Remote)

United States

Part-time

Remote

New Grad, Entry Level

$20/hr - $25/hr

Nterval Funding is a fast-growing financial services company specializing in real estate commission advances. As a Customer Success Specialist, you will be the first point of contact for real estate agents, guiding them through the application and onboarding process while ensuring accurate documentation and communication.

Financial Services

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

Qualification

Client success experienceCRM systems knowledgeMultitasking skillsProblem-solving abilitiesOrganizational skillsProactive attitudeAccountabilityExposure to financial servicesCommunication