Customer Support Specialist

Evergreen Equity Partners, LLC is a full service commercial finance firm dedicated to providing access to capital for small business and commercial real estate owners. We specialize in addressing complex funding needs that often exceed the capabilities of local banks, especially when timing is critical. Our commitment to exemplary service ensures that our clients experience a seamless loan process, with constant availability through various contact methods to support them every step of the way.

We are seeking a proactive, highly communicative Customer Support Specialist to join our team in a fully remote capacity. While our corporate office is based in Baltimore, MD, this position is open to candidates working remotely within the United States.

In this role, you will be the primary virtual point of contact for incoming inquiries, guiding prospective borrowers and real estate brokers through our initial intake process. You will play a critical role in setting a professional tone, answering foundational loan product questions, and ensuring a seamless transition to our lending team.

Responsibilities

• Respond promptly and professionally to customer inquiries via phone, email, and chat.
• Schedule appointments and consultations.
• Educate prospective borrowers and brokers on our commercial lending programs, criteria, and general application process.
• Assist active clients with status updates regarding their ongoing commercial loan applications and document submissions.
• Maintain accurate records of customer interactions and transactions.
• Collaborate with the technical and operational teams to ensure customer satisfaction.
• Gather direct feedback from clients post-closing to help improve our overall funding journey and service delivery.
• Provide feedback on common customer concerns to help improve our services.

Requirements

• Minimum 1 year of experience in a customer service, client support, or front-office role.
• Experience working productively in a remote workspace or working independently with minimal physical oversight.
• Exceptional verbal and written communication skills with a clear, professional phone presence.
• Strong organizational skills and the ability to comfortably manage multiple client conversations simultaneously.
• Proficiency with modern workplace technology, including CRM platforms, cloud storage (Google Drive/Dropbox), and Microsoft Office Suite.
• High school diploma or equivalent; Associate’s or Bachelor’s degree is a plus.

Benefits

• Competitive base salary.
• Performance-based company bonuses.
• 100% remote work flexibility.
• Medical, Dental, & Vision Insurance with subsidized premium plans.
• Employee Assistance Program (EAP) with free confidential counseling.
• 15 days flexible PTO, 8 paid national holidays, and separate paid sick leave.
• Flexible working hours.
• 401(k) plan with 4% company match.
• Company-paid life insurance and short/long-term disability coverage.