Source Job

• Assist with pre-close and post-close document preparation and tasks.
• Coordinate the collection of key documents and information from customers and external providers.
• Manage data and document storage, transmitting, scanning, and filing into appropriate systems.

Orchard simplifies the way people buy and sell their homes. They have over 150 employees across the US and have financing from top-tier investors.

• Answer inbound calls and initiate outbound calls.
• Create interest in reverse mortgage program and qualify customers.
• Transfer interested customers to sales team and update the CRM.

Longbridge helps seniors unlock the power of their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of their assets. They have been named a Great Place to Work® three years in a row.

• Oversees and executes the digital signing ceremony.
• Hosts digital closings via video call and guides borrowers.
• Facilitates remote online notary services and answers questions.

Zippy's helps borrowers through providing digital signing ceremony. They ensure a lasting positive impression as borrowers finalize significant purchases.

• Provide support across email, chat, and phone.
• Build rapport with customers and guide them.
• Assign leads to the right partner agents or teams.

Neighborhoods.com is dedicated to making a real difference in people’s home-buying journey. They foster a collaborative remote environment where employees thrive by providing exceptional customer support.

• Utilize cold outreach to build a strong pipeline and onboard new business.
• Serve as a resource to customers regarding transportation service offerings.
• Expand your book of business by developing new relationships with customers.

Logan Premium is a third party logistics provider that is elevating the reputation of freight brokers in the logistics industry by prioritizing integrity, service, and flawless execution. They focus on long-term relationships, impeccable attention to detail, and meticulous tracking to deliver reliably, on-time solutions while maintaining the highest standards of transparency and trust in every interaction.

• Contact and communicate with providers to obtain required medical record documentation.
• Respond to telephone inquiries promptly, professionally, and efficiently to provide resolution.
• Analyze provider questions to determine the best use of resources to resolve the situation.

Empower AI provides federal agency leaders the tools to elevate the potential of their workforce with a direct path for meaningful transformation. They leverage three decades of experience solving complex challenges in Health, Defense, and Civilian missions and are headquartered in Reston, VA.

• Handle inbound participant and TPA calls, emails, and voicemails.
• Resolve client issues, concerns, and inquiries regarding benefit programs.
• Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

• Respond to customer queries and requests via email in a thoughtful and timely manner.
• Consult users on best practices and how Firstbase operates as a product expert.
• Collect and share user suggestions and pain points with the Product and Operations teams.

AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. They power millions of subscriptions worldwide for organizations and enable a values-driven culture where you can Be Seen, Be Yourself, and Do Your Best Work.

• Serve as a key point of contact for customer inboxes, managing inbound requests with speed, clarity, and professionalism.
• Support customer renewals by tracking timelines, preparing documentation, and coordinating internal approvals.
• Maintain accurate and up-to-date account records, including meeting notes and engagement history.

CreatorIQ is the operating system for creator-led growth trusted by more than 1,300 global brands and agencies. They’re on a mission to make businesses more human, and humans more impactful. CreatorIQ operates in a flexible work model that combines both in-person and remote work.

• Deals directly with internal and external customers via telephone and electronic channels to obtain missing information needed for processing of submitted test samples based on assigned region.
• Communicate test status per protocol to respective customers, resend and/or request the resending of issued test results and Schedule requests for mobile phlebotomy.
• Respond promptly to internal and external customer inquiries and complaints regarding missing and delayed test samples, results reports, and other relevant inquiries.

Natera is a global leader in cell-free DNA (cfDNA) testing, dedicated to oncology, women’s health, and organ health. The Natera team consists of highly dedicated statisticians, geneticists, doctors, laboratory scientists, business professionals, software engineers and many other professionals from world-class institutions, who care deeply for our work and each other.

• Respond to users via chat, email and calls with clarity, empathy, and expertise
• Identify recurring patterns or issues and share insights with Engineering & Product
• Collaborate in a public, written-first environment

Beside is creating a seamless layer that passively structures and acts on conversations across mobile, desktop, and live interactions. They believe in extreme ownership, radical transparency, where every team member is empowered to think, build, and lead.

• Provide phone, email, and text-based support to customers, partners, users, and community members.
• Proactively monitor in-progress deliveries and take corrective action when necessary.
• Collaborate with team members from various departments to ensure seamless delivery experience.

Roadie is a leading logistics and delivery platform that helps businesses tackle the complexities of modern retail. With a network of independent drivers nationwide, they offer flexible delivery solutions that make complex logistics challenges easy.

• Create, update, and maintain client records within the company’s CRM database.
• Communicate primarily in Spanish, review client responses and comments, and update the CRM accordingly.
• Assist with client documentation using Dotloop and ensure CRM data and client records remain accurate and organized.

SnappyCX is looking for a dependable CRM Administrative Assistant to support CRM management and administrative tasks for their client. Our client is a real estate company that supports clients through the home buying, selling, and property upgrade process.

• Respond to customer queries via phone, email or chat.
• Familiarize yourself with products and services offered by the client
• Ensure Customer satisfaction and provide professional customer support.

A-TSP provides customer support. I am unable to find detail on the size of the company, number of employees, or company culture.

• Support students struggling with motivation, grades, or payments by helping them problem-solve and stay on track.
• Provide timely, resolution-focused support to students, successfully resolving inquiries using Front/HubSpot.
• Answer phone calls from current and potential students and respond to inquiries via email, SMS, and social media.

Stepful reimagines allied healthcare training by offering affordable, online, instructor-led, and AI-supported programs, especially for underserved communities, to launch healthcare careers. They partner with healthcare institutions to build talent pipelines and address the growing shortage of allied health workers.

• Be one of the point-of-contacts for customer inquiries coming through online support channels.
• Troubleshoot and resolve any first line issues raised by hospital/vet/tech users, providing accurate, complete, and supportive responses.
• Proactively document rainy day scenarios as encountered and share any key learnings with the team.

Roo's mission is to empower animal healthcare professionals with opportunities to earn more and achieve greater flexibility. They have built the industry-leading veterinary staffing platform, connecting Veterinarians, Technicians, and Assistants with animal hospitals.

• Manage incoming customer calls, providing expert guidance through the loan application process.
• Proactively follow up with customers to encourage the completion of loan applications as necessary.
• Ensure high levels of customer satisfaction by clearly explaining the features and benefits of Enova's products and services.

Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Through our values and our commitment to making Enova an awesome place to work, we maintain an environment of inclusion and culture where our employees can thrive.

• Manage individual pipeline on a daily basis by completing Conventional loans.
• Identify any document deficiencies, request additional information and/or documentation from Clients as needed.
• Contact clients to provide updates and clarification on outstanding conditions and deficiencies identified on loans

AmeriHome Mortgage is a Western Alliance Bank company, which is a wholly owned subsidiary of Western Alliance Bancorporation. Western Alliance Bancorporation has more than $80 billion in assets and provides tailored commercial banking solutions and consumer products.

• Serve as a primary point of contact for high value clients.
• Collaborate with internal teams to enhance the overall customer experience.
• Analyze and record customer data to identify trends, risks, and opportunities.

NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. They strive to win together through passionate hard work, exploring new things and recognizing every interaction matters in an inclusive and diverse environment.

• Monitor and respond to inbound customer chats during business hours.
• Own and manage the full lifecycle of support tickets (from triage to resolution).
• Identify recurring questions or issues and contribute to our internal documentation and customer-facing knowledge base.

Revenue Vessel is a software platform that helps logistics professionals access and analyze import data, primarily serving freight forwarders, customs brokers, trucking companies, and logistics tech providers across the U.S. and beyond. As they grow, they’re committed to delivering fast, accurate, and helpful support that matches the operational urgency of their customers.