Financing Concierge Representative

Job Summary

A company is looking for a Financing Concierge Representative to serve as a liaison between homeowners, contractors, and financing partners.

Key Responsibilities

• Act as the primary contact for homeowners and contractors during the financing process
• Coordinate documentation and ensure all parties are informed about the financing status
• Educate contractors on best practices for presenting financing options to clients

Required Qualifications

• 2+ years in customer service, financing support, or project coordination roles
• Fluent in Spanish and English
• Strong organizational and multitasking abilities
• Experience with CRM systems and spreadsheets
• Empathy and a collaborative spirit