Source Job

$24–$24/hr
US Unlimited PTO

  • 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.

Customer Support Email Management Problem Solving Communication

20 jobs similar to Customer Success Specialist

Jobs ranked by similarity.

Global

  • Respond to customer inquiries via email and callbacks, taking ownership through resolution or escalation.
  • Classify issues by severity, resolve with knowledge base resources, and escalate complex cases.
  • Cross-train across Operations and maintain a strong understanding of products and mission.

Possible builds affordable credit products that improve financial health and help people stay out of debt. Founded in 2017, we are a fully distributed company with a global workforce and over 100,000 App Store reviews.

US

  • 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.

Virginia

  • Assists customers with transportation questions and concerns
  • Schedules, modifies, and cancels reservations as requested
  • Obtains and documents details of customer complaints and concerns

Modivcare facilitates non-emergency medical transportation and personal and home care to connect people with care. The company values service-oriented work and offers a comprehensive benefits package.

US

  • Handle inbound and outbound calls and respond to customer inquiries via text and email.
  • Manage and update customer cases, documenting all interactions accurately.
  • Resolve routine issues at first contact and escalate complex cases as needed.

Five Star Solutions provides customer support and business process services. The company values diversity and is committed to maintaining a professional workforce while delivering the best service possible to its customers.

US

  • Manage the loan remediation pipeline, tracking, prioritizing, and updating cases to ensure timely resolution.
  • Review and verify loan documents for compliance, accuracy, and completeness.
  • Collaborate with internal teams and stakeholders to drive cases to resolution and identify process improvements.

LoanCare is a leading full-service mortgage loan subservicer, providing servicing solutions to banks, credit unions, and independent mortgage companies. With over 1.8 million loans subserviced and senior managers averaging nearly 30 years of experience, the company fosters a collaborative culture focused on integrity and innovation.

$60,000–$95,000/yr
US

  • Lead the day-to-day Support function and own response times, quality, and ticket resolution.
  • Make sure customers get fast, helpful answers with exceptional service and resolve issues quickly.
  • Track team performance, create processes, and partner with other teams to improve workflows.

Property Leads delivers high-quality, motivated seller leads to real estate investors and is expanding into home services. We're a large, data-driven company that participated in 50% of off-market home sales in the last 12 months, and we care about results.

US

  • Handle inbound and outbound calls to assist customers and insurance agents with documentation and loan requirements.
  • Educate callers on required insurance documentation, resolve inquiries, and complete loan transactions accurately.
  • Maintain customer confidentiality and deliver high-quality support in a fast-paced remote environment.

HUB International is one of North America's largest insurance brokers, offering risk management, insurance, and benefits solutions. With over 500 offices across North America, it fosters an entrepreneurial, collaborative culture focused on employee growth.

US Unlimited PTO

  • Support members through email, live chat, and phone with eligibility and billing questions.
  • Own member issues end-to-end while coordinating with internal teams for resolution.
  • Use AI tools and share feedback to improve support processes and member experience.

This company provides digital healthcare services for ongoing care. It fosters a remote-first culture that values thoughtful communication, sound judgment, and mission-driven work.

$22–$22/hr
US Unlimited PTO

  • Provide first-line customer support via phone, text, and email for Clair's users.
  • Become a product expert in Clair's signup process, wage advances (EWA), and repayment products.
  • Handle tough financial questions, crunch numbers, and ensure user satisfaction in a tech environment.

Clair is a fintech company that embeds digital banking and on-demand pay solutions into workforce management and payroll apps, enabling workers to access their earnings as soon as they clock out. The company is a small, mission-driven startup focused on serving hourly workers and creating financial freedom for them.

US 5w PTO

  • Resolve patient and insurance issues by taking phone calls, answering voicemails, and working with walk-in patients.
  • Verify account balances, process payments and refunds, and fully document account activity in the patient accounting system.
  • Collaborate with team members for account resolution and handle 95% of calls in the Customer Service Call Center queue.

Vail Health is a mountain healthcare system in Vail, Colorado, with a state-of-the-art 56-bed hospital. It focuses on exceptional patient care and offers a supportive culture with comprehensive benefits.

US

  • Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
  • Gather customer financial information and communicate next steps to loan officers
  • Provide high-level customer service through email and phone to create an exceptional experience

New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.

UK 6w PTO

  • Provide friendly, professional support to customers via phone, email, and live chat.
  • Resolve issues efficiently while taking full ownership of each case from start to finish.
  • Listen carefully to understand concerns and deliver fair, practical solutions.

Capital on Tap is a financial platform offering business credit cards, spend management, savings, and tools for small businesses. With over 1,000 employees, £20bn in annual card spend, and a fast-paced culture, they value speed, ownership, and feedback.

US

  • 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.

$24–$24/hr
US Unlimited PTO

  • Provide empathetic, accurate, and efficient support to patients via email and phone.
  • Manage high volume of interactions while meeting quality and productivity metrics.
  • Escalate clinical, operational, or technical issues appropriately and maintain accurate documentation.

Ro is a direct-to-patient healthcare company offering telehealth, labs, and pharmacy services nationwide. Since 2017, it has helped millions of patients and is consistently recognized as a top workplace in healthcare, earning numerous honors from Fortune and Great Place to Work.

US Unlimited PTO

  • Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
  • Pull and send documents like certificates of insurance, declaration pages, and proof of coverage.
  • Partner with licensed agents on complex issues and keep records accurate across CRM and carrier platforms.

NerdWallet provides clarity for financial decisions, including an insurance arm for quoting and comparing home, auto, umbrella, and flood coverage. The company fosters an inclusive, flexible culture that supports employee growth and well-being.

$60,000–$70,000/yr
US Unlimited PTO

  • Coach and support a team of overnight customer support agents, ensuring exceptional service and quick issue resolution.
  • Monitor calls, emails, and chats for quality assurance, providing frequent agent feedback to improve performance.
  • Identify root causes of recurring customer issues and collaborate with cross-functional teams to develop scalable solutions.

Mudflap is modernizing the $1 trillion trucking industry by helping over 100,000 underserved small businesses save on fuel, processing billions in annual payment volume. Backed by top-tier investors and included in the Forbes Fintech 50, the company is a profitable fintech startup with a team from Disney, Uber, Google, and more.

US

  • Provide world-class customer support to patients and advocates via phone, email, and chat.
  • Troubleshoot and resolve client inquiries with empathy and creative problem-solving.
  • Gather and track feedback to improve the Solace platform and client experience.

Solace is a healthcare advocacy company that pairs patients with expert advocates to navigate the complex U.S. healthcare system. It is a Series C startup founded in 2022 with a lean, mission-driven U.S. team and an intense culture focused on redefining healthcare.

US

  • Handle call overflow, suspense reporting, and client relations follow-up.
  • Review and respond to tasks, voicemails, and emails to resolve delinquency issues.
  • Assist with call monitoring, escalated calls, and team meetings to improve processes.

LoanCare is a leading full-service mortgage loan subservicer delivering excellence to banks, credit unions, and homeowners. Backed by Fidelity National Financial, a Fortune 500 company, it offers a culture focused on integrity, innovation, and collaboration.

US

  • Provide world-class customer service via phone, chat, and email, with phone as the primary focus.
  • Troubleshoot and resolve technical issues for intelligent parenting products and apps on iOS and Android.
  • Meet performance metrics including CSAT, handle time, and quality.

VIPdesk Connect is a certified B-Corp and women-owned corporation that provides customer experience solutions for iconic brands. They are a Best Workplace winner with a culture focused on team member happiness and diversity.

US 3w PTO

  • Provide exceptional and timely inbound customer support via phone and email.
  • Educate customers on the Yelp Restaurant product suite to resolve business needs and retain their business.
  • Adapt product recommendations to client needs by asking probing questions and finding solutions.

Yelp connects people with great local businesses through its platform and restaurant tools like Yelp Reservations and Yelp Waitlist. The Restaurants division is a fast-paced, growth-minded startup environment that values collaboration and impact.