Customer Success Representative

About the role

This is a rewarding opportunity in our Wilmington, NC, company headquarters.  As a customer success representative, you will be directly responsible for solving lender-specific issues as well as promoting new opportunities to non-using / low-usage customers with the goal of strengthening long-term relationships.

This role is ideal for a recent college graduate, individual with great interpersonal  skills,  the ability to easily develop relationships, and a focus on detail.

What you'll do

Key responsibilities include:

• Regional, Key, and Local Account Management: Cultivate and expand relationships with mortgage lenders to begin a business relationship that leads to new business with an ongoing responsibility of bringing long-term value to our lender customers.
• Tracking and Reporting: Maintain a record of outbound account-specific calls to develop relationships and record of inbound calls from customers to address and solve customer needs.
• Work in a team environment, focusing on achieving predetermined corporate and team / individual goals.

Qualifications

• College Degree with the ability to understand mortgage lending processes, terminology, and lender-specific technology.
• Travel as needed to local, regional, or national mortgage lending and corporate events.
• Exceptional communication and interpersonal skills, with the ability to influence both externally and internally.
• Competitive base salary plus performance-based incentives tied to achievement of predetermined goals.

What we offer
We’re committed to creating an environment where our team members can thrive both professionally and personally. We currently offer:

• Competitive Compensation – Including salary and performance bonuses.
• Comprehensive Benefits – Health, dental, vision, and mental wellness support.
• Retirement Savings – 401(k) with company matching.
• Career advancement opportunities with business growth. 
• Inclusive Culture – A diverse, collaborative, and supportive workplace where every voice is valued.
• Perks & Extras – Generous PTO, team events, wellness programs, and more.