Financing Concierge Representative

Job Summary

A company is looking for a Financing Concierge Representative to support homeowners and contractors in the financing process.

Key Responsibilities

• Act as the primary point of contact for homeowners and contractors during the financing process
• Clearly explain financing options and coordinate documentation between all parties
• Monitor financing applications and provide updates on status and next steps

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 in an understandable way
• Experience working with contractors or lenders is a plus