Financing Concierge Representative -
Financing Concierge Representative -
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$ 1600 - 2000
1 Vacancy
Job Description
LOOKING FOR SOUTH AFRICAN CITIZENS WHO ARE BASED IN SOUTH AFRICA CANDIDATES
Position : Financing Concierge Representative
Working Schedule : 8AM - 5PM CST
Salary Range : $1600 - $2000 /month (the final salary will be determined by the candidates level of experience and at the discretion of the client)
The Opportunity
Were looking for a detail-oriented and customer-focused Financing Concierge Representative to serve as the key liaison between homeowners contractors and financing this role youll ensure that all parties are aligned throughout the financing process helping to simplify options answer questions and coordinate essential steps while always clarifying that we are not the lender but providing an elevated level of expertise to support their goals with obtaining financing for a project and making sure our contractors feel confident in the partnership.
Key Responsibilities:
- Act as the primary point of contact for homeowners and contractors during the financing process primarily during the introduction and pre-qualification stages.
- Clearly explain financing options and processes without offering financial advice or making lending decisions.
- Coordinate between contractors homeowners and third-party lenders to ensure all required documentation is completed and submitted correctly.
- Set realistic expectations around approval timelines required paperwork and next steps.
- Monitor the progress of financing applications and proactively update all parties on status changes or required actions when possible.
- Address questions or concerns with professionalism empathy and a service-first mindset.
- Educate contractors on best practices for presenting financing to clients and ensure they are supported throughout the customers financing journey.
- Maintain accurate records of communications and actions in our internal CRM or tracking systems.
- Escalate issues to the appropriate team or lending partner when needed and follow through to resolution when applicable.
- Work collaboratively with other internal teams (Support Customer Success Managers and Leadership across functions).
Requirements:
- 2 years in customer service financing support or project coordination roles (preferably in home improvement construction or lending environments).
- Excellent verbal and written communication skills.
- Strong organizational and multitasking abilities.
- Comfort working with CRM systems spreadsheets and email communication tools.
- Ability to clearly explain complex processes in a way that is easy for customers to understand.
- Empathy patience and a collaborative spirit.
- Experience working with or for contractors or lenders is a plus.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
