Customer Success Representative

About Notable

Notable is transforming homeowner finance by helping homeowners maximize their property value. We partner with top real estate brokerages to offer seamless white-labeled programs that empower agents to win clients and create move-in-ready listings. We have helped over 30,000 homeowners across 48 states to sell their properties faster and at higher prices, across dozens of top brokerage partners like Compass, Berkshire Hathaway, Redfin, and many more. 

Join us on our mission to become the ultimate financial partner for every stage of homeownership.

We're seeking a Customer Success Representative to join our growing team! This is a frontline role where you'll be the voice of Notable—helping our customers and clients navigate their lending journey and turning challenges into positive experiences. You'll be a critical bridge between our clients, customers, and internal teams, directly shaping how people experience our products.

If you thrive on solving problems, love working with people, and want to make a tangible impact at a high-growth startup, this role is for you.

What You'll Do

Be the Customer Champion

• Resolve issues that stand between our customers and an outstanding Notable experience through phone, email, and chat support

• Handle customer inquiries related to loan origination, underwriting, and servicing with professionalism and care

• Build trust and rapport with customers during sensitive financial conversations

Own Problem Resolution

• Track and drive issues to completion, working cross-functionally with sales, underwriting, engineering, and operations teams

• Ensure all customer concerns are properly logged, prioritized, and solved

• Escalate complex cases appropriately while maintaining ownership of the customer relationship

Be a Product Expert

• Develop deep knowledge of Notable's lending products, including payment options, eligibility requirements, and application processes

• Stay current on product updates and policy changes

• Share customer insights with leadership to drive product improvements

Maintain Trust & Compliance

• Handle borrower personal information, loan details, and application data with the utmost confidentiality

• Participate in regular compliance and security training to ensure we protect our customers and meet regulatory requirements

• Follow all privacy laws and lending regulations in customer interactions

Stay Flexible

• Adapt to changing schedules based on team needs and customer volume

• Embrace the dynamic nature of a growing startup environment

What We're Looking For

Qualifications

• 1-2+ years of customer-facing experience, ideally in fintech, financial services, or lending

• Strong communication skills with experience providing phone and email support—you can explain complex topics clearly and professionally

• Cross-functional collaboration abilities—you know how to work with different teams to get customers the answers they need

• Discretion and compliance awareness—you understand the importance of handling sensitive financial data and maintaining customer privacy

• Tech proficiency—comfortable with email, instant messaging, Google Workspace, and learning new platforms quickly

• Problem-solving mindset—you're detail-oriented, solutions-driven, and approach challenges with honesty and creativity

• High empathy and patience—you genuinely care about helping people and can stay calm under pressure

• Flexibility—you're adaptable and comfortable with schedule changes to meet team and customer needs

Nice to Have

• Experience with CX/CRM platforms like Kustomer and HubSpot

• Background supporting customers through complex financial processes or loan applications

• Startup experience or exposure to fast-paced, scaling environments

• Knowledge of compliance frameworks (SOC 2, GLBA, FDCPA, PCI-DSS)

• Bilingual or multilingual communication skills

What Success Looks Like

In this role, you'll succeed by:

• Consistently delivering exceptional customer experiences that build loyalty and trust

• Resolving customer issues efficiently while maintaining quality and compliance

• Proactively identifying patterns and suggesting improvements to products and processes

• Building strong working relationships across teams to solve problems faster

• Adapting to evolving business needs while maintaining high performance

What We Offer

• Health benefits: Our employees enjoy fully paid health, dental, and vision insurance. Life and short-term disability insurance benefit options, plus a 401k.

• Tools: Each team member receives the equipment they need to be set up for success.

• A great team: We are a diverse team with a wide range of interests. Whatever you're passionate about, we'd love to chat about it! We have Slack channels for plant enthusiasts, dog paw-rents, music lovers, foodies, and we're always adding more.

Notable's Core Values:

• Have Integrity: Act in good faith and communicate constructively

• Own the Outcome: Accountability is essential for effective collaboration

• Adapt to Thrive: Grow by taking on new challenges, responsibilities, and perspectives

• Think Fast: We succeed by learning and executing faster than our competitors

• Be Notable: Go above and beyond to be worthy of attention or notice

Notable is proud to be an affirmative action and equal opportunity employer committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or any other characteristic protected by federal, state or local laws.