Source Job

$40,000–$60,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Proactively build and manage a borrower book of business, acting as the champion for all customer needs.
  • Advise borrowers throughout the origination process, including pricing, valuation, and project scope-of-work.
  • Drive repeat business by building strong, long-lasting customer relationships and delivering timely solutions.

Sales CRM Negotiation Real Estate Project Management

20 jobs similar to New Customer Care Specialist

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US

  • Support senior originators with pipeline management, client meetings, and deal preparation while learning loan structuring and underwriting.
  • Develop your own pipeline through prospecting, outreach, networking, and referral generation within the real estate investment community.
  • Build client relationships as a responsive point of contact throughout the loan lifecycle, from deal analysis to closing.

This role is listed on behalf of a partner company that manages all applications and next steps. The company offers a fast-growing, performance-driven environment with strong mentorship and structured pathways.

$140,000–$160,000/yr
Unlimited PTO

  • Lead consultative, product-led sales conversations with mortgage lenders, diagnosing verification workflows and designing tailored solutions.
  • Own the full sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
  • Manage complex buying committees and drive revenue within a defined book of mortgage accounts.

Truv empowers mortgage lenders and financial institutions with consumer-permissioned income, employment, and asset data to streamline verification processes. Backed by Kleiner Perkins, it is an approved vendor for Fannie Mae and Freddie Mac and operates with a focus on regulatory compliance and innovation.

US

  • Originate and structure real estate investment loans including fix-and-flip, new construction, bridge, and DSCR rental financing.
  • Build and maintain relationships with real estate investors, brokers, and referral partners to generate repeat business.
  • Own the full loan lifecycle from prospecting through underwriting and closing, achieving high production targets.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. It partners with companies to manage applications and next steps, focusing on high-performance roles.

$85,000–$130,000/yr
US

  • Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
  • Own your pipeline by managing up to 20 active transactions at various stages.
  • Crush metrics by consistently exceeding daily and weekly targets to maximize commission.

Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help everyday people move from struggling to thriving. With over 2,500 employees across the United States, we foster a culture of empathy, diversity, and inclusion, offering hybrid and remote work opportunities.

$120,000–$150,000/yr
US

  • Facilitate weekly in-person client meetings to build strong relationships and facilitate change management.
  • Identify opportunities to adjust client processes to maximize Ocrolus footprint.
  • Operate as the central point of contact for assigned customer base.

Ocrolus is an AI workflow and analytics platform for lenders, processing nearly one million credit applications every month. Trusted by over 400 customers, they are a fast-growing, remote-first company focused on AI innovation in fintech.

Global

  • Perform outbound cold calls using Mojo Power Dialer for lead generation and appointment setting.
  • Maintain CRM with organized notes, follow-up reminders, and lead tracking.
  • Provide administrative support including listing paperwork and transaction coordination tasks.

20four7VA is a company that provides offshore independent contractors to deliver remote services to clients worldwide. They offer various open roles, weekly payments, free training, and a supportive community.

US

  • Handle 100% inbound calls from pre-screened homebuyers and refinancers.
  • Consult with borrowers to understand mortgage needs and present suitable loan options.
  • Work with in-house processing and underwriting teams to ensure timely closings.

New American Funding is a mortgage lender that provides 100% inbound leads to consumer direct loan officers. They have a high-performing sales team and a culture focused on closing loans and building client relationships.

Philippines

  • Contact and qualify cold and warm leads through phone calls, strategically prioritize target account lists.
  • Act as subject matter expert on services, track all activity in CRM, and report KPIs to leadership.
  • Work closely with internal teams to develop lead gen programs and maintain an upbeat, professional demeanor.

Bungalow is a real estate investment, management, and rental platform revolutionizing the housing market with a mission to provide beautiful, flexible, and affordable housing options. As the largest and fastest-growing rental company in the United States, they have a dynamic, fast-paced culture focused on innovation.

US

  • Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
  • Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
  • Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.

We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.

US

  • Follow up on leads, value properties, negotiate acquisitions, and close deals.
  • Perform extensive due diligence, estimate repairs, and prepare contracts for ratification.
  • Meet with homeowners, work with realtors, buyers, lenders, and title during closing.

House Buyers of America is a residential real estate investment company that buys, renovates, and resells homes, offering a fast, hassle-free sale to homeowners. The company has grown to $50 million in annual revenue, is an Inc 5000 member, and fosters a casual, team-oriented culture.

$28–$47/hr
US

  • Handle a high volume of partner inquiries via email, live chat, and phone support, resolving technical, account, billing, and product questions.
  • Build relationships with partners by understanding their business goals and helping them get measurable value from StreetEasy.
  • Serve as the voice of the partner, translating frontline insights into actionable feedback for product, operations, and sales teams.

StreetEasy is a real estate platform that helps people buy, sell, finance, and rent homes. As part of Zillow Group, it is one of the most-visited real estate platforms in the U.S., with a culture focused on innovation and inclusion.

Australia

  • Manage and grow broker partnerships to drive loan originations and deliver a market-leading broker experience.
  • Act as primary contact for a portfolio of brokers, providing fast and accurate support while converting quotes into settled loans.
  • Develop tailored sales strategies to achieve loan origination growth and activity targets.

Plenti is a fintech lender providing faster, fairer loans through smart technology. With over 250 employees in Australia and a loan portfolio over $3 billion, Plenti is a founder-led, ASX-listed company with a collaborative and ambitious culture.

$140,000–$220,000/yr
US

  • Follow up on leads, value properties, analyze comps, and acquire new homes.
  • Negotiate acquisitions and perform extensive due diligence on all properties.
  • Meet with homeowners to present offers and work with realtors, buyers, lenders, and title during closing.

House Buyers of America is a residential real estate investment company that buys, renovates, and resells homes, offering a guaranteed, fast, and hassle-free sale. The company was founded in 2001, is headquartered in Tyson's Corner, VA, and has grown to $50 million in annual revenue, winning the Ernst and Young Entrepreneur of the Year award.

US

  • Drive consistent deal origination by expanding relationships with borrowers, lenders, investors, and intermediaries.
  • Lead full-cycle debt and equity placement including sourcing, structuring, underwriting, and negotiating term sheets.
  • Advise clients on capital strategy and risk using market insights and technology tools.

WelcomeLend is a fast-growing middle market capital markets advisory that pairs seasoned experts with proprietary tech to deliver efficient, transparent deal execution. It has closed over $3B in transactions and is scaling rapidly, fostering a culture of innovation and high performance.

$48,000–$58,000/yr
US

  • Respond to client inquiries via phone, email, chat, SMS, and ticketing systems in a supportive, professional manner.
  • Resolve non-technical issues using approved workflows and collaborate with other CSRs to handle complex cases.
  • Analyze borrower needs, guide them through program options, and accurately document all interactions.

PeopleJoy provides managed education benefits software for employers. The company has a diverse team united by a shared drive to help others and values progress over perfection in a supportive culture.

$51,785–$51,785/yr
US

  • Develop and maintain a direct auto installment portfolio within an assigned region, driving loan sales and customer acquisition through direct solicitation and branch partnerships.
  • Market the Direct Auto Referral Program (DARP) by visiting dealers, executing local marketing strategies, and building long-term customer relationships.
  • Provide guidance to branches on DARP-related issues, complete timely reports, and maintain strong working relationships with headquarters and field management.

Mariner Finance has provided customers with creative, flexible, and convenient lending options since 1927. Headquartered in Baltimore with coast-to-coast physical locations in over half the states, we pride ourselves on superior customer service and a growing number of employees.

$55,000–$60,000/yr
United States 4w PTO 16w maternity 16w paternity

  • Lead critical activities such as onboarding, escalations, training, risk mitigation, and renewals for a shared customer book.
  • Handle customer cases via a round-robin system, ensuring timely responses and high-quality outcomes.
  • Partner with cross-functional teams to provide holistic support and maintain accurate data in Salesforce.

Muck Rack is the leading SaaS platform for public relations and communications professionals. It is a founder-controlled, fully distributed company with a culture of resilience, transparency, ownership, and customer devotion.

$125,000–$125,000/yr
US Unlimited PTO

  • Develop and launch the wholesale channel to engage brokers for the HEI product.
  • Lead prospecting, outbound calls, and broker communications to turn leads into partners.
  • Onboard brokers, create scalable processes, and serve as the primary point of contact.

Splitero helps homeowners access their home equity without monthly payments or additional debt, solving a problem in the real estate industry. The company is a fully remote early-stage startup with a culture of transparency, innovation, and inclusivity, and offers flexible PTO and parental leave.

US

  • Own the client relationship from first conversation through funded transaction, advising on capital strategy and sourcing lenders.
  • Lead the full placement process including structuring capital stacks, preparing materials, and negotiating term sheets.
  • Leverage proprietary technology and workflow systems to maximize throughput and commissions.

WelcomeLend is a fast-growing middle market capital markets advisory that pairs seasoned experts with proprietary technology to deliver efficient deal execution. The company has closed over $3B in transactions and is building the future of CRE capital markets.

Global

  • Handle loan processing, client communication, and essential administrative duties.
  • Ensure a seamless loan application journey from initial enquiry through to settlement.
  • Manage and prioritise the broker's Outlook inbox and maintain accurate CRM records.

VA4U provides virtual assistant services to businesses. They have a supportive team with established systems, SOPs, and extensive training resources.