Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Client Solutions Team provides technical support, manages customer accounts, and conducts quality assurance testing for Mortgage Automator's software products. This role requires strong customer focus, problem-solving abilities, and a solid understanding of software troubleshooting and quality assurance principles. You will collaborate with cross-functional teams to ensure excellent client service, resolve technical issues, and contribute to software improvements.

Responsibilities

Diagnose, troubleshoot and respond to customer inquiries and requests via various communication channels.
Escalate issues as required.
Provide guidance and support to clients on the software.
Document all interactions in the CRM and help maintain a comprehensive knowledge base.
Foster relationships with clients.
Perform other duties as assigned.

Requirements

Comfortable working with numbers, calculations, reports, and data-driven issues.
High attention to detail, especially when reviewing financial information, system behaviour, and client-reported discrepancies.
Ability to think critically, ask thoughtful questions, and work through problems methodically.
Strong written and verbal communication skills, with the ability to explain complex concepts clearly.
Detail-oriented and methodical in identifying and documenting issues.
Strong organizational and time-management skills, capable of multitasking and meeting deadlines in a fast-paced startup environment.

Skills

Technical support
Client support
Software support
SaaS
Fintech
Mortgage lending
Private lending
Accounting
Quality assurance testing
Software troubleshooting

Location

Office
Work From Home

Work Type

Full-time
Hybrid

Experience Level

Entry Level
Mid Level

Education Level

Post-secondary education in Business, Finance, Accounting, Computer Science, Information Technology, Software Quality Assurance, or a related field is considered an asset.
Equivalent hands-on experience in technical support, client support, software support, SaaS, fintech, mortgage lending, private lending, accounting, quality assurance testing, or software troubleshooting will also be considered.

Benefits

Comprehensive Time Off
Competitive paid vacation
Holistic Wellness Leave
Commuter-Friendly Hybrid
Catered Lunches
Continuous professional development
Internal training and learning opportunities
Modern Workspace
Professional, supportive environment with tools and technology needed to succeed.
Comprehensive Health Benefits

About the Company

Mortgage Automator is on a mission to revolutionize the lending industry by providing a comprehensive, end-to-end platform that eliminates the manual bottlenecks of private lending.
Our innovative software empowers lenders to streamline their entire pipeline from origination and underwriting to automated servicing and investor reporting, so they can focus on scaling their business with confidence.
As one of the fastest-growing FinTech companies in North America, Mortgage Automator is customer-centric, ambitious, and deeply rooted in the lending community.
We are building the "operating system" for private lenders, fostering a culture of ownership, high-speed execution, and decentralized decision-making.