About the role.
A homeowner filling out a financing application is usually mid-project and already stretched. They want to know one thing: where do I stand? Answering that clearly, on the first try, is the whole job.
You are the first human a homeowner reaches by phone, email, or chat. You will explain where an application sits, what is still needed, and what happens next — and you will know exactly where the line is between guidance and a credit decision, because BeeMar does not make credit decisions.
Privacy is not a side concern in this role. Contractors see high-level project progress and their own tasks; they do not see credit scores, income documents, private communications, or decision reasons. You will hold that line every day.
What you’ll do.
- Answer homeowner questions by phone, email, and chat, and own each one through to resolution.
- Verify identity before discussing any application detail, every time, without exception.
- Help homeowners finish applications that stalled — a missing document, a confusing field, a link that expired.
- Explain application status in plain language, and set accurate expectations about what BeeMar can and cannot decide.
- Keep contractor-facing communication inside the permission rules, and escalate anything that pushes on them.
- Log every interaction so the next person to touch the file has the full picture.
- Hand off to loan specialists cleanly when a file needs review, and follow it until the homeowner has an answer.
- Flag the questions you hear over and over, so we can fix the underlying confusion.
What you’ll bring.
- Two or more years in customer support, preferably in a regulated environment such as financial services, insurance, or healthcare.
- The ability to stay steady on a hard call and de-escalate without getting defensive.
- Precise written communication — the kind that ends a thread instead of starting three more.
- Genuine care about accuracy: a confident wrong answer is worse than a checked one.
- Comfort working across multiple systems and documenting as you go.
- Availability during U.S. business hours across time zones.
Nice to have.
- Experience supporting a lending, mortgage, or point-of-sale financing product.
- Spanish fluency.
- Familiarity with consumer privacy expectations under GLBA.
What this role does not do.BeeMar Capital is a consultant, not the lender. No one here underwrites, approves, or prices financing — participating financing partners make those decisions.
Apply.
Send a résumé and a short note about why this role fits. A person reads it, and you will hear back either way.
Apply for this role