Financing Concierge Representative

A company is looking for a Financing Concierge Representative to support homeowners, contractors, and financing partners.

Key Responsibilities

Act as the primary contact for homeowners and contractors during the financing process

Clearly explain financing options and coordinate documentation between parties

Monitor financing applications and provide updates while addressing questions professionally

Required Qualifications

2+ years in customer service, financing support, or project coordination roles

Experience in home improvement, construction, or lending environments is preferred

Comfort with CRM systems and email communication tools

Ability to explain complex processes clearly to customers

Experience working with contractors or lenders is a plus