Provide live, concierge-style support to customers via phone, chat, and other real-time channels
Guide customers through Aven’s products, processes, and next steps with clarity and confidence
Accurately document customer interactions and outcomes in internal systems
Identify recurring questions and friction points; share insights with product and ops
Conduct outbound calls to new leads to introduce Aven
Resolves or escalates complaints through appropriate channels

🎯 Requirements

Must Have: 2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing
Strong verbal and written communication skills
Ability to learn new products and processes quickly
Self-motivated; able to multi-task and work under pressure with minimal supervision
Strong attention to detail and follow-through
Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience

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