Source Job

$23–$23/hr
US Unlimited PTO

  • Answer inbound customer calls and provide accurate responses.
  • Manage customer inquiries via the inbound email queue.
  • Support the Pending Lender Approvals process.

Customer Support Problem-solving Communication

20 jobs similar to Customer Success Specialist

Jobs ranked by similarity.

Global

  • Responding to customer queries in a timely & effective manner.
  • Documenting & logging issues, customer compliments & complaints.
  • Helping customers go through our application flow when required.

They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.

US

  • Respond to customer inquiries in a timely and accurate manner.
  • Troubleshoot login issues, account access problems, and subscription questions.
  • Clearly explain app functionality in a way that is easy for non-technical users to understand.

Huckleberry builds life-changing products and experiences that help all families unlock everyday magic. More than 5 million families trust Huckleberry and their app to be their partner through parenthood; they are growing quickly and expanding their product offerings to help every family thrive.

US 4w PTO

  • Serve as a critical liaison between customers and the Bank by ensuring timely, compliant, and customer-focused resolution of complaints and service concerns across multiple channels.
  • Conduct thorough investigations by gathering information from internal systems, management, frontline teams, and customers.
  • Track, categorize, and analyze complaint data to identify patterns and emerging risks, and coordinate with Digital Banking and enterprise teams to implement corrective actions when needed.

Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for its clients and communities. The company is dynamic, high energy, and fast-paced, with a culture of collaboration, inclusion, flexibility, and recognition.

US

  • Serve as the primary point of contact for customer inquiries via chat and email on weekends and key holidays.
  • Support customers through our help desk, Intercom, with clear, timely, and empathetic communication.
  • Troubleshoot product and operational issues, identifying patterns and escalating bugs when needed.

Way is a B2B technology platform empowering brands to unlock the power of experiences. Founded in 2020, Way began as a solution for hospitality brands and has achieved significant milestones, including a $20 million Series A funding round in late 2022.

US

  • Answer inbound calls from customers about the reverse mortgage program.
  • Initiate outbound calls to potential customers and qualify them.
  • Transfer interested and qualified customers to the sales team.

Longbridge helps seniors unlock their home equity, allowing them to enjoy their retirement. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row, offering opportunities for growth and a positive culture.

$40,278–$48,334/yr
Canada 4w PTO

  • Manage a caseload of in-progress applications through the underwriting process
  • Coordinate and follow up on medical exam bookings with vendors and clients
  • Handle inbound calls and respond to client emails

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture, attracting top talent from across Canada, with employees who are ambitious, yet humble.

Colombia Mexico Argentina Philippines

  • Create and maintain loan files in LOS and CRM.
  • Act as a secondary point of contact for borrowers, providing status updates.
  • Monitor active pipeline daily, maintain task lists and follow-up reminders.

Solvo Global is an organization hiring for a Loan Officer Assistant position. They are open to candidates from Colombia, Mexico, Argentina, Peru, Guatemala, Honduras, Philippines, and Kenya.

Global

  • Deliver fast, accurate, and empathetic support to workplace customers across voice and email.
  • Troubleshoot issues, follow or adapt workflows, and escalate when necessary.
  • Develop expertise in products and processes to identify recurring issues and improve customer experiences.

Clipboard exists to help people move up the socioeconomic ladder by connecting professionals with workplaces for on-demand shifts. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.

Global

  • Manage inbound phone calls and email inquiries.
  • Provide customer service support to homeowners and vendors.
  • Assist with administrative tasks as needed.

20four7VA connects offshore independent contractors with clients worldwide. They focus on developed markets, offering various open roles and support.

US

  • Handle customer requests and feedback via phone and email through Salesforce (including troubleshooting and real time assistance).
  • Be a highly organized go-getter and problem-solver who seeks to enhance our customer experience by delivering accurate, quick and professional assistance.
  • Answer incoming customer calls, tickets and chats regarding product problems, service questions and general client concerns

Keeper Security is transforming cybersecurity for people and organizations globally. They are trusted by millions of individuals and thousands of organizations, and is the leader for password, passkey and secrets management, privileged access, secure remote access and encrypted messaging.

$25–$27/hr

  • Liaises among customers and escrow companies to coordinate document preparation.
  • Ensures loan files are complete with all outstanding issues addressed prior to submission for funding.
  • Coordinates funding requests and follows up for required documentation and conditions.

PRMG offers mortgage lending services. They focus on providing a comprehensive benefits package and opportunities for internal advancement.

US

  • Deals directly with internal and external customers via telephone and electronic channels.
  • Respond promptly to internal and external customer inquiries and complaints regarding missing and delayed test samples and results.
  • Manage customers' accounts, document all customer interactions and communications.

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 their work and each other.

US

  • Provide prompt and successful resolution of support queries across multiple channels.
  • Manage escalations and interface directly with enterprise customers.
  • Maintain high levels of customer satisfaction (CSAT).

Espresa delivers a global and all-in-one experience for HR, people teams, and employees through its personal benefits platform. With a focus on Lifestyle Spending Accounts (LSAs) and a suite of wellbeing, recognition, and community solutions, Espresa empowers Great Places to Work®; they make heroes out of HR teams.

$1,200–$1,400/yr
Philippines

  • Respond to customer queries effectively.
  • Document issues and compliments.
  • Review loan applications for fraud and standards.

Aven is reinventing the credit card with its asset-securing platform, offering lower APRs. They are backed by notable investors and combine technology and finance expertise to create an efficient product experience.

$50,000–$55,000/yr
US Unlimited PTO

  • Answer customer calls and reply to email inquiries in a fast-paced environment.
  • Act as a point of escalation for complex customer and process issues.
  • Assist customers with navigating the Nutrafol website.

Nutrafol is a company that creates clinically tested products for hair growth and provide support for people at every step of their hair journey. They embrace individuality and differences, leading by example, and empowering themselves and others with their passion for wellness and innovation.

US 4w PTO

  • Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment.
  • Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products.
  • Advise and educate customers on available Forbright's digital tools and resources to improve the user experience.

Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.

$76,000–$105,000/yr
US 3w maternity 2w paternity

  • Own complex complaint investigations end-to-end, including cases from regulators, bank partners, and executive escalations
  • Act as an SME and escalation point for junior specialists, providing guidance on nuanced cases and best practices
  • Identify opportunities to improve workflows, tools, and processes based on frontline insights

Chime is a financial technology company, not a bank, that aims to make banking services helpful, easy, and free. They empower members to take control of their finances through user-friendly tools. Chime has a deeply entrepreneurial culture, encouraging every team member to see themselves as stewards of its mission to help everyday Americans unlock their financial progress.

$50,000–$55,000/yr
Canada

  • Support system updates and data migration initiatives tied to Lillio’s Payments platform.
  • Work directly with customers to guide them through merchant applications and answer questions.
  • Supporting customers with troubleshooting technical support issues via chat, email and phone.

Lillio (formerly HiMama) is a mission-driven business focused on empowering early childhood educators through innovative tools. They are a Series B, private-equity backed company recognized as an industry leader in EdTech.

Global

  • Conduct daily outbound outreach to assigned accounts.
  • Identify root causes behind customer concerns through active listening.
  • Deliver personalized, positive support aligned with the company brand.

HighLevel is an AI-powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. They are proud to support a global and growing community of over 1 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries.

Global

  • Conduct outbound calls to properties and organizations to generate referrals.
  • Handle inbound inquiries via phone, email, and live chat, providing outstanding customer service.
  • Manage commercial accounts and process referral checks and vouchers for partners.

Solvo Global provides various services, from technology solutions to customer support. We foster a fast-paced environment where employees are encouraged to grow and innovate.