Manage inbound customer calls and email queues, delivering accurate and efficient responses.
Handle customer complaints, escalate issues, and maintain detailed notes in internal systems.
Support the Pending Lender Approval process by reviewing documents and coordinating with lenders.
Caribou is a financial technology company that helps people refinance auto loans and save money on their monthly car payments. The company is led by industry veterans, backed by prominent investors, and values a culture of velocity, ownership, and teamwork.
Own Flex's go-to-market strategy for the auto loan vertical, identifying the highest-value partner segments.
Lead enterprise sales end-to-end, from prospecting and executive relationship-building through negotiation, contract execution, and go-live.
Build the auto loan sales playbook and leverage AI-assisted tools to drive pipeline efficiency and accelerate deal progression.
Flex is a growth-stage FinTech company that enables renters to pay rent throughout the month on a schedule that fits their finances and budget. The company has employees across the US, Australia, Canada, and South America and prides itself on building an inclusive, fast-moving culture.
Process a queue of loan applications while ensuring compliance with established quality standards.
Handle inbound and outbound calls to verify details and request additional information from customers.
Resolve customer issues via phone, email, or fax and keep customer accounts accurately updated.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered Colossus platform. It serves non-prime consumers and businesses and maintains an inclusive, values-driven culture where employees can thrive.
Provide exceptional customer care, catching coverage gaps, discounts, and renewal issues.
Answer inbound calls and process service requests for vehicles, drivers, lienholders, and policy documents.
Solve customer inquiries effectively and share feedback to improve the product.
Jerry.ai is building the first AI-powered advisor to help people manage their car and home ownership journey. The company has reached 5M+ customers, raised $240M+, and achieved profitability in 2024, with a remote-first, collaborative culture.
Lead, coach, and develop a high-producing team of Loan Officers to manage high volume and hit sales goals.
Own complex scenarios and escalations by applying deep mortgage guideline knowledge and coaching team members.
Use performance data to drive accountability, improve pipeline execution, and partner cross-functionally.
Homeward creates financial products that take the 'what ifs' out of homebuying, offering cash offers, mortgage, and title services in 13 states. It's a remote-first startup with a diverse global team grounded in the Golden Rule, One Team One Dream, and Calm Focus.
Lead a fully remote team of Account Executives, owning team performance against monthly targets for leads and loan applications.
Coach and develop AEs through 1:1s, pipeline reviews, and live feedback, holding them to production standards.
Manage pipeline accuracy, forecast submissions, and partner relationships, ensuring compliant framing of lender introductions.
Knock is redefining the home buying and selling experience with its innovative Bridge Loan™ product, empowering homebuyers to 'buy before they sell'. Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents, backed by top investors and honored as one of Inc.'s Best Workplaces six times.
Handle inbound and outbound calls and emails to assist customers with loan applications and questions.
Assess customer needs, explain loan options, and build trust to ensure satisfaction throughout the application process.
Meet monthly sales metrics while adhering to state and federal lending laws and compliance guidelines.
Reprise Financial is on a mission to simplify the financial journey for customers, making personal loans accessible and transparent. We foster a workplace built on innovation, collaboration, and kindness, providing tools and support for employees to thrive.
Manage a portfolio of 300 automotive dealer customers, building trusted relationships digitally.
Use data insights to improve product adoption, retention, and customer satisfaction.
Collaborate with sales and onboarding teams to deliver a seamless customer experience.
Carsales is an online vehicle marketplace that makes buying and selling cars a great experience. They have a large, evolving team with a collaborative culture, recognized as a Best Workplace in Australia.
Own success and health for a portfolio of Automotive customers, driving adoption and mitigating churn.
Partner with customers to maximize value, identify upsell and cross-sell opportunities, and secure renewals.
Act as a trusted advisor and customer advocate, conducting check-ins and solving challenges proactively.
Podium brings AI Employees to local businesses to turn every conversation into revenue. Trusted by 60,000+ businesses, Podium has crossed $100M in AI Agent ARR and deploys 10,000 AI employees, with a culture focused on growth and high standards.
Support the customer journey from application to funding, gathering documentation and issuing compliant disclosures for on-time closings.
Manage a pipeline of 30 loan closings per month, meeting or exceeding individual quotas and company metrics.
Provide best-in-class customer service, respond to stakeholders, and assist team members with borrower requests and ad-hoc projects.
Knock is a fintech company redefining home buying and selling with its Bridge Loan product, letting homeowners buy before they sell. Founded in 2015, it's a remote-first company with a people-first culture, backed by top investors and named an Inc. Best Workplace six times.
Deliver exceptional service to policyholders via phone, email, and SMS.
Retain and grow customers by managing renewals and presenting competitive solutions.
Drive revenue through consultative selling and quoting additional coverage.
Trellis builds technology for Savvy, a licensed insurance agency, making insurance shopping effortless and customer-first. We're a profitable, fast-growing Series A startup, remote-first, with a culture of experimentation and ownership.
Deliver standout customer experiences handling inbound calls for auto, home, motorcycle, and specialty insurance with high energy and genuine care.
Educate and advocate by uncovering savings or coverage gaps and translating complex policy details into clear choices.
Guide and bind tailored policy packages across 55+ carrier partners, finalizing coverage with ease.
Jerry built the first AI-powered app to manage car ownership, including insurance shopping, refinancing, safety, and repairs. Founded in 2019, they have grown to over 5 million customers and raised $240M+, achieving profitability in 2024 with a small, competitive team.
Manage a portfolio of dealer accounts, driving software utilization and measurable ROI.
Build strong relationships with dealership stakeholders and conduct strategic needs assessments.
Identify at-risk clients and develop action plans to retain and grow revenue through upsells.
AutoFi provides digital commerce technology that powers sales and finance experiences for automotive brands and dealers. Backed by major investors and funded for growth, its diverse team across the U.S. and Canada is empathetic, gritty, curious, and humble.
Manage the bridge loan cycle from setup and disclosures to closing and funding.
Ensure TRID compliance, review title and insurance, and prepare closing documents.
Communicate with partners, agents, and borrowers to deliver exceptional service.
Knock is redefining home buying and selling with its Bridge Loan™ that lets homeowners buy before they sell. Founded in 2015, Knock is a trusted partner for thousands of homebuyers and an Inc. Best Workplace six times.
Manage high volume inbound and outbound calls to address customers with delinquent loan payments.
Negotiate effective payment arrangements and resolve customer concerns with professionalism and empathy.
Accurately record customer interactions and maintain detailed information in Enova's database.
Enova International is a financial technology company that provides online financial services through its AI and machine learning-powered Colossus platform to non-prime consumers and businesses. It is a values-driven organization with an inclusive culture where employees can thrive.
Prepare and send accurate Initial Closing Disclosures to borrowers and review loan documents for compliance.
Manage a pipeline of 50-60 loans per month, troubleshooting closing issues and ensuring smooth fund transfers.
Collaborate with Loan Officers and settlement teams to deliver a flawless customer experience in a fast-paced remote environment.
Knock is redefining the home buying and selling experience with its Bridge Loan product, helping homeowners unlock equity to buy before they sell. Founded in 2015, Knock is a remote-first company with a network of 60,000+ loan officers and agents, recognized as one of Inc.'s Best Workplaces six times.
Engage warm leads through high-volume outbound calls.
Close sales through consultative one-call or two-call processes.
Manage a dynamic pipeline to meet and exceed sales targets.
Achieve is a digital personal finance company that provides personalized financial solutions like loans and debt consolidation. With over 2,500 employees, the company fosters a supportive culture and offers hybrid and remote roles across the US.
Take requested conversations with no cold calling.
Explain benefit options simply and help clients enroll when it's a fit.
Maintain a clean follow-up rhythm to drive results.
Global Elite Empire Consultants helps clients with financial-protection options. The company offers a remote career with coaching and a path into leadership for those who produce.
Coordinate vehicle release and pickup by communicating with body shops, owners, and insurers.
Use DeCode This to search VINs and update vehicle files with accurate notes.
Meet daily performance goals, including 100+ calls and 60+ live lots, while participating in weekly team meetings.
Copart is a global leader in online vehicle auctions, using patented technology to connect sellers with over 750,000 buyers in 190+ countries. With more than 200 facilities worldwide, we foster a collaborative, innovative culture focused on diversity and employee growth.
Serve as a strategic business partner to AAA-appointed Independent Agents to grow Life, Health, and Annuity sales.
Prospect new accounts through calls, referrals, and networking, then manage the end-to-end sales workflow in Salesforce.
Ensure compliance with company guidelines and support agents with training and product expertise.
The Auto Club Group provides membership, travel, insurance, and financial services to millions of members across the U.S. through AAA and affiliated brands. As the second largest AAA club in North America, it serves over 14 million members and fosters an inclusive, collaborative culture focused on professional growth.