Urgent Hiring!! Customer Success Agent | Start ASAP

Type of employment: Full-time (remote)
Budget: $5 to 9/hour
Business Hours: 5 AM - 7 PM PT, Monday to Friday
Saturday shifts: 8 AM - 5/6 PM PT


The Customer Success Agent plays a critical role in managing high-volume order processing, document review, and customer interactions. This role requires a detail-oriented, problem-solving mindset and the ability to work in a fast-paced environment while following structured processes. The ideal candidate will excel at time management, data entry, and quality assurance, ensuring smooth workflows and quick resolution of customer issues.

About the Employer:
Our client is a tech-enabled notary service provider revolutionizing the real estate industry. They serve a dual market: partnering with high-profile lenders on the demand side while offering notaries opportunities through a competitive bidding process on the supply side. Their innovative approach allows them to provide seamless, efficient notary services tailored to meet the specific needs of the real estate sector.

Company core values:
• Cultivating Calm – The team embodies calmness in all interactions, ensuring smooth and composed engagements.
• Pursuing Unity – Meaningful and deliberate interactions help build strong relationships with clients and colleagues.
• Constant Curiosity – TeaUpgrade to see actual infombers continuously seek improvement, never settling for the status quo.
• Figure It Out (Get It Done) – Tenacity and resourcefulness drive problem-solving and efficiency.
• Enjoy The Ride – The company believes in creating joyful experiences for both employees and clients.

Responsibilities:
• Process and manage a high volume of orders
• Conduct detailed document reviews and perform quality assurance checks.
• Accurately enter and manage data within internal systems.
• Identify and resolve order-related issues in a timely manner.
• Assign notaries to loan modifications, partial claims, and other transactions.
• Follow structured outreach processes for customer follow-ups and notary coordination.
• Communicate effectively via email and phone, handling inbound and occasional outbound calls.
• Ensure rescheduled appointments and order updates are managed efficiently.
• Work collaboratively with internal teams to maintain workflow efficiency.

Required skills and qualifications:
• Strong problem-solving and prioritization skills.
• Excellent verbal and written communication skills.
• Highly organized with strong attention to detail.
• Ability to remain calm and professional under high work volume.
• Comfortable handling customer outreach via email and phone.
• Proficiency in Microsoft Office, particularly Outlook, for managing high email traffic.
• Ability to quickly adapt to third-party software tools.
• Self-starter with the ability to work independently and as part of a team.

Preferred skills and qualifications
• Bachelor's degree in accounting, finance, business administration, or a related field is a plus
• Experience in customer service, order management, or administrative roles.
• Familiarity with mortgage loans, notary services, or real estate transactions (a plus but not required).
• Experience working in a fast-paced, high-volume service environment.
• Prior experience in quality assurance or data verification roles.

TO APPLY

1. Kindly go to this link: Upgrade to see actual info
2. Please note that only shortlisted candidates will be contacted.
3. Anyone who does not follow the instructions above and the ones indicated on the form will not be considered.