Nterval Funding logo

Client Success Representative at Nterval Funding | Remote

Nterval FundingRemote — San Francisco, California, United States
Remote Part-time $20/hr - $25/hr

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Experience Level

Entry Level

Qualifications

• Previous experience in customer service or client-facing roles is preferred• Strong communication skills, both written and verbal• Excellent organizational abilities and attention to detail• Proficiency in using CRM software (Salesforce experience is a plus)• Ability to manage multiple tasks efficiently in a fast-paced environment• A proactive approach to problem-solving and assisting clients

About the job

About Nterval Funding

Nterval Funding is a dynamic and rapidly expanding financial services firm that specializes in providing real estate commission advances. We collaborate with real estate professionals across the nation to give them prompt access to their earned commissions, enabling them to sustain a steady cash flow, expand their businesses, and enjoy peace of mind. Our team prioritizes speed, service, and trust, making us the preferred partner for agents focused on closing deals rather than waiting for paychecks.

This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay range of $20–$25.

Why You Will Love Working Here

  • Attractive compensation package with opportunities for advancement
  • Flexible remote or hybrid work arrangements
  • Access to professional development and industry training
  • A supportive, entrepreneurial culture that champions initiative and ownership
  • Direct interaction with executive leadership and decision-making processes
  • A chance to thrive in a high-growth fintech niche within the real estate sector

Role Summary

As the Client Success Representative, you will serve as the initial point of contact for real estate agents seeking a commission advance. Your role will involve guiding clients through the application and onboarding processes, assisting them in submitting precise documentation, and preparing files for review and approval.

This position emphasizes pre-approval support, ensuring agents are informed of requirements, aiding in the application process, and confirming that all information is accurate and ready for decision-making. You will also follow up with agents who have started but not completed an application, addressing their inquiries and ensuring fast, friendly communication throughout.

This is a fast-paced, communication-intensive role that demands strong organizational skills, responsiveness, and outstanding client service abilities.

Your Day-to-Day Responsibilities

  • Respond to prospective clients via 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 have not completed their applications
  • Prepare clean and accurate files for approval review
  • Maintain a 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 progress toward approval
  • Track application progress to ensure timely decisions

Who We’re Looking For

  • Customer service representatives comfortable with high-volume outreach
  • Individuals who thrive in a fast-paced environment and enjoy engaging with clients

About Nterval Funding

Nterval Funding is at the forefront of financial services, enabling real estate professionals to access their earnings swiftly. Our innovative solutions are designed to empower agents, ensuring they can focus on their clients and transactions without the worry of delayed payments.

Similar jobs

Browse all companies, explore by city & role, or SEO search pages.

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.