Customer Success Associate
Core
Serve as a trusted first point of contact for prospective and existing customers across phone, chat, and email to help them navigate the application process, resolve blockers, and understand financial products.
Role type
Customer Success Associate
Builds
Customer trust and successful navigation of the lending application process for HELOCs and other financial products.
Domain
Fintech / Consumer Lending
Deliverable
client delivery
Required skills
Strong verbal and written communication, ability to explain complex information clearly, attention to detail, comfort in high-volume environments, ability to follow process accurately, confidence learning new systems.
Preferred skills
None stated.
Technologies
None stated.
Responsibilities
Serve as a trusted first point of contact for prospective and existing customers across phone, chat, and email; Help customers navigate the application process, resolve blockers, and better understand our products; Provide troubleshooting support across a range of customer and platform issues; Complete compliance-related steps accurately and consistently; Identify trends and share ideas that improve the customer experience and support team effectiveness.
Seniority
Entry-level / Junior