Faster approval. Lower APRs. Lower monthly payments. It. Backed by Kleiner Perkins.
About the role
As a Customer Success Associate, you'll be the primary point of contact for Trovy customers — guiding them through onboarding, answering questions about their HELOC, and making sure every customer feels supported from application to active use. This is a relationship-first role, not a sales role. You won't be chasing commissions — you'll be focused on delivering a genuinely great customer experience.
What they're looking for
- Active MLO license in any state (NMLS registration required) — newly licensed candidates are encouraged to apply
- Experience with Zendesk or a similar customer support platform is a plus
- Strong written and verbal communication skills, you can explain complex financial concepts in plain language
- Customer-first mindset with a genuine interest in helping people make smart decisions about their home equity
- Comfort working in a fast-paced, startup environment where processes are still being built
- Highly organized with strong attention to detail — you can follow compliance-sensitive procedures accurately and keep your work structured even when volume picks up
More about this role
Trovy is building the financial home base for America's 86 million homeowners — the go-to platform for managing your home and accessing low-rate credit, because life is expensive and unpredictable. We believe your biggest asset should unlock your best financial options: bypass the myriad of expensive, rigid credit products and replace them with one simple, powerful solution built around your home equity. Backed by top-tier venture capital, Trovy is led by a team of proven fintech innovators on a mission to make homeownership and personal finances more manageable. Don't own a home without it.
As a Customer Success Associate, you'll be the primary point of contact for Trovy customers — guiding them through onboarding, answering questions about their HELOC, and making sure every customer feels supported from application to active use. This is a relationship-first role, not a sales role. You won't be chasing commissions — you'll be focused on delivering a genuinely great customer experience.
This role requires a mortgage loan originator (MLO) license. We welcome candidates who are newly licensed or have limited MLO experience — what matters most is your communication skills, attention...
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