---
title: "Customer Success Associate (Mortgage Loan Originator)"
company: "Trovy"
company_url: "https://www.remjobs.works/companies/trovy"
url: "https://www.remjobs.works/job/trovy-customer-success-associate-mortgage-loan-originator-1fc11ac7-2c1c-4ae9-9293-7f9751ead62f"
apply_url: "https://jobs.ashbyhq.com/trovy/5ff0378c-b1b4-4e7e-8637-623abfe35e9d"
workplace: onsite
location: "Salt Lake City"
employment_type: full-time
seniority: entry
role: customer-support
region: united-states
salary: "$80,000–$95,000 per year"
date_posted: 2026-09-02T16:39:36.312Z
first_seen_by_remjobs: 2026-09-17T11:39:21.420Z
---

# Customer Success Associate (Mortgage Loan Originator)

**Trovy** · Salt Lake City

Salary: $80,000–$95,000 per year

Apply: https://jobs.ashbyhq.com/trovy/5ff0378c-b1b4-4e7e-8637-623abfe35e9d

## About the role

#### About Trovy

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.

#### Role Overview

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 to detail, and desire to grow in the mortgage and fintech space.

#### What You'll Do

- Serve as a trusted resource for customers throughout the HELOC lifecycle — from application questions to draw activity and account management

- Respond to inbound customer inquiries via phone, email, and chat in a timely and professional manner

- Guide applicants through the onboarding process, including document collection, identity verification, and disclosure acknowledgment

- Follow established operations processes with precision and consistency, and flag gaps or inefficiencies as you find them

- Actively collaborate with the operations team to refine and improve workflows — you'll help build the playbook, not just follow it

- Work closely with the product team to communicate customer feedback, identify friction points, and inform how the product evolves

- Identify and escalate any compliance-sensitive customer issues to the appropriate team

- Maintain accurate, well-organized records of customer interactions and loan activity in Trovy's systems

- Stay current on Trovy's product features, state-specific requirements, and applicable lending regulations

#### What We'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

- Process-oriented mindset with a bias toward improvement — you notice when something could work better and you say so

- Collaborative by nature; you work well across teams and are comfortable contributing to product and operations conversations, not just customer-facing ones

- Ability to work independently and manage multiple customer interactions simultaneously

- Familiarity with mortgage or consumer lending basics is a plus, but not required beyond licensure

#### Compensation & Benefits

- Compensation: Base Salary: $80,000 - $95,000 + Equity

- Market Opportunity: Join a team tackling the $30T home equity market.

- Early Impact: Help shape our operations from the ground up.

- Ownership: Competitive salary, meaningful equity, and room to grow.

- Success: No sales commissions; your success is measured by customer outcomes, not volume

- Location: On-site. Salt Lake City, Utah

- Benefits: 401K account, 100% company-paid dental, medical, vision and life insurance, flexible time off, and more.

---

Source: Trovy's own career page, read by RemJobs. Canonical HTML version: https://www.remjobs.works/job/trovy-customer-success-associate-mortgage-loan-originator-1fc11ac7-2c1c-4ae9-9293-7f9751ead62f