Customer Success Associate (Fintech)

Customer Success Associate

Company

Figure Technology Solutions, Inc.

Conditions

5 days ago Salary: 71K USDDallas, USA Hybrid Full Time Customer Support Jobs by Figure Technology Solutions, Inc.

Figure Technology Solutions, Inc. Figure is a financial technology company offering home equity lines of credit (HELOCs) with a fast, 100% online application process. They leverage technology to provide quick approvals and funding, serving households looking to use their home equity for debt consolidation, home improvement, or other financial goals. They also offer partnerships and services for the broader financial market. Charlotte, USA About Figure Technology Solutions, Inc. Figure is a financial technology company that provides home equity lines of credit (HELOCs) and other lending products. As the #1 non-bank HELOC lender in the U.S., they have served over 201,000 households. Figure's platform leverages cutting-edge technology, including AI, to offer a fast and efficient online application process, with approvals in as little as 5 minutes and funding in as few as 5 days. Their goal is to create more transparent and efficient capital markets. In addition to direct-to-consumer lending for purposes like home improvement, debt consolidation, and education, Figure also offers a partnership ecosystem for lenders, banks, and other businesses. Their product suite includes Figure HELOC, DSCR Loans, Cash-Out Refinance, and Crypto-Backed Loans. View jobs by Figure Technology Solutions, Inc.

Skills

Customer Hybrid Security Compliance Fintech Heloc Product Blockchain Privacy Communication Data Support Training Licensing

About the Role

You will serve as a trusted first point of contact for customers across phone, chat, and email. You will help customers navigate the application process, resolve blockers, and understand HELOCs and other financial products. You will explain complex financial concepts in a clear and customer friendly way. You will provide troubleshooting support across a range of customer and platform issues. You will complete compliance related steps accurately and consistently. You will identify trends and share ideas that improve the customer experience and support operations. You will participate in training and licensing programs that expand your skill set. You will contribute to a high performing environment where reliability and strong execution matter.

Requirements

• 1+ year of experience in a customer facing role
• Strong verbal and written communication skills
• Ability to explain complex information clearly and build trust with customers
• Comfort working in a structured fast paced high volume environment
• Strong attention to detail and ability to follow process accurately
• Confidence learning new systems and navigating multiple technology platforms
• Ability to complete required compliance training
• Adhere to all company security policies and data handling procedures
• Complete mandatory security awareness training within required timeframes
• Promptly report any suspected security incidents or suspicious activity to the Security team

Responsibilities

• Serve as a trusted first point of contact for prospective and existing customers across phone, chat, and email
• Help customers navigate the application process, resolve blockers, and better understand our products
• Build expertise in the HELOCs and other financial products and processes
• Explain complex financial concepts in a clear, simple, customer friendly way
• Provide troubleshooting support across a range of customer and platform issues
• Complete compliance related steps accurately and consistently
• Identify trends and share ideas that improve the customer experience and support operations
• Participate in training and licensing programs that expand your skill set
• Contribute to a high performing environment where reliability and strong execution matter

Benefits

• Company paid medical dental and vision benefits for employees and dependents on select plans
• Paid holidays PTO and sick time
• Hybrid flexibility after training
• Continuing education reimbursement
• Paid family leave
• New Hire and Anniversary Swag
• Employee Recognition Program

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