Client Success Representative at Nterval Funding

Anaheim, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

25.0

Posted On

18 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Client Success, Sales, Operations Management, Account Management, CRM Systems, Problem-Solving, Multitasking, Communication, Organization, Financial Services, Real Estate, Documentation, Onboarding, Responsiveness, Initiative

Industry

Financial Services

Description

ABOUT NTERVAL FUNDING Nterval Funding is a fast-growing financial services company specializing in real estate commission advances. We partner with real estate professionals nationwide, giving them early access to their earned commissions so they can maintain consistent cash flow, grow their businesses, and achieve peace of mind. Our team values speed, service, and trust — making us a top choice for agents who want to focus on closing deals, not waiting for paychecks. 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. WHY YOU’LL LOVE WORKING HERE • 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 ROLE SUMMARY As the Client Success Representative, you will be the first point of contact for real estate agents exploring a commission advance. You’ll guide clients through the application and onboarding process, help them submit accurate documentation, and prepare files for review and approval. This role focuses on pre-approval support — making sure agents understand what’s needed, helping them complete the application, and ensuring all information is accurate and ready for decision. You’ll also reconnect with agents who started but didn’t finish an application, support their questions, and maintain fast, friendly communication throughout. This is a fast-paced, communication-heavy role that requires strong organization, responsiveness, and excellent client service skills. YOUR DAY-TO-DAY • 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 WHO WE’RE LOOKING FOR • Customer service reps comfortable with high-volume outreach • Individuals who enjoy helping clients through onboarding and documentation • Fast responders who stay organized under pressure • Strong communicators who enjoy problem-solving and helping clients succeed If this sounds like a role where you’d excel, we’d look forward to connecting with you. WHAT MAKES YOU A GREAT FIT • 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 • Remote work flexibility • Professional development support • Opportunities to grow into full-time with broader benefits • Opportunities for advancement as the company grows

Responsibilities

As a Client Success Representative, you will guide real estate agents through the application and onboarding process for commission advances. You will ensure that all documentation is accurate and assist clients in completing their applications.