About Better
Simplifying homeownership through technology and innovation
Key Highlights
- Headquartered in New York City with 5K-10K employees
- Over 1 million customers served since inception
- $900 million raised from investors including Goldman Sachs
- Valued at approximately $7 billion
Better, founded in 2016 and headquartered in New York City, is a digital-first homeownership company that offers a comprehensive suite of services including mortgage, real estate, title, and homeowners insurance. With over 1 million customers, Better has raised $900 million in funding from investors...
🎁 Benefits
Better offers competitive salaries, equity options, unlimited PTO, remote work flexibility, and a comprehensive parental leave policy. Employees also ...
🌟 Culture
Better fosters a culture of inclusivity and diversity, encouraging employees to bring their unique backgrounds to the table. The company emphasizes cu...
Overview
Better is seeking a Client Success Manager to support the Mortgage Advisor lifecycle and manage client servicing inquiries. This role requires strong interpersonal skills and the ability to prioritize tasks effectively.
Job Description
Who you are
You have a strong background in client success or customer service, ideally within the financial services sector. You possess excellent interpersonal skills and can influence through collaboration, ensuring that clients receive the best possible support. You are self-motivated and bring a high level of personal energy and commitment to your work. Your ability to prioritize tasks and meet deadlines is exceptional, allowing you to manage multiple responsibilities effectively. While a high school diploma is the minimum requirement, additional coursework in finance or a related field is advantageous.
What you'll do
In this role, you will support newly onboarded Mortgage Advisors by inputting all required data into the master spreadsheet and notifying leadership when a Client Success Manager assignment is needed. You will also handle the termination process for Mortgage Advisors, ensuring that all records are fully reconciled and access to dashboards is removed. You will identify brokered loans and confirm the correct investor setup, as well as gather first payment letters and distribute them to the appropriate teams. Monitoring CSM email inboxes for recurring servicing inquiries will be part of your daily responsibilities, where you will respond on behalf of the CSM to improve response times. Additionally, you will manage client-facing communications, ensuring accuracy and consistency in all messaging. Your role will also involve supporting ongoing process improvements to adapt to changing regulatory environments.
What we offer
At Better, we value our employees and offer a supportive work environment that encourages growth and development. You will have the opportunity to work closely with a dedicated team, contributing to the success of our clients and the overall mission of the company. We believe in fostering a culture of collaboration and continuous improvement, where your ideas and contributions are valued. Join us to make a meaningful impact in the financial services industry.
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