Customer Experience Representative - Mortgage​/Real Estate

Join to apply for the Customer Experience Representative - Mortgage/Real Estate role at Up Equity

At UpEquity, we are pioneers in the real estate industry, dedicated to empowering individuals and businesses with innovative solutions that make home buying and selling more achievable for everyone. Our culture is rooted in collaboration, innovation, and a relentless commitment to making a meaningful impact.

As a Customer Experience Representative, you will be a pivotal player to ensure clients and their realtors/lenders get from the initial agreement signed to their new home purchase efficiently and with a high degree of satisfaction.

• Educate realtors and buyers on the value of UpEquity and its products.
• Guide the underwriting process and communicate regularly with clients, realtors and lenders. Strive to meet or exceed all deadlines for submissions, underwriting and closings.
• Ensure loan application conditions are met and collect additional information for underwriting as needed.
• Cultivate and nurture strong relationships with clients, realtors and lenders.
• Bridge communication with all external customers and internal service teams for efficient issue resolution while delivering exceptional service to all parties.
• Manage inbound/outbound calls as well as emails to ensure clients, realtors and lenders are well informed throughout the home buying process.
• Thrive in a small team environment, contributing to a culture of support and excellence.

• Genuine enthusiasm for providing exceptional service in a customer facing role.
• Proven ability to prioritize client needs and build lasting relationships in a timely manner.
• Adjusts quickly to changing priorities and conditions. Comfortable working high volume files, and copes effectively with complexity and change.
• Preferred 2+ years experience in lending as a processor, title, or transaction management.
• At least 2+ years in client service or client facing roles.
• Startup experience a plus.
• Spanish language proficiency preferred.

• Competitive compensation and benefits.
• PTO & Sick Time + 11 holidays.
• Opportunities for growth and continuous development.
• Exciting and positive work environment - snacks and drinks daily.

• You must reside in Austin.
• You must be willing to work in the office (Downtown Austin).

For information on UpEquity, including more information on employee benefits and our company culture, visit our website at

UpEquity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Entry level

Full-time

Other