Customer Success Representative

Bridgit

Customer Success Representative at Bridgit, handling inquiries and support for brokers and customers in financial services. Ensuring timely communication and operational excellence within a fintech environment.

Posted 5/6/2026full-timeManila • 🇵🇭 PhilippinesJuniorWebsite

About the role

Key responsibilities & impact

Act as the first line of support for incoming broker and customer queries via phone, chat, or email.
Deliver exceptional service, ensuring timely and accurate responses.
Proactively follow up on open queries until resolution.
Educate brokers and customers on the Bridgit loan process, documentation, and next steps.
Identify the nature of each enquiry and escalate appropriately to the relevant internal stakeholder.
Track and manage all escalations to ensure accountability and timely closure.
Keep brokers and customers regularly informed of progress until resolution.
Maintain detailed records of customer and broker interactions in our systems.
Identify recurring issues or process gaps and collaborate with Sales Operations to improve workflows.
Provide feedback and insights to leadership on common customer pain points or service trends.
Contribute to retention initiatives by spotting opportunities to improve customer experience and broker satisfaction.

Requirements

What you’ll need

1–2 years of experience in customer service, loan processing, or broker support (preferably in financial services or fintech).
Strong communication skills — both written and verbal.
Highly organised and able to manage multiple enquiries simultaneously.
Comfortable working cross-functionally across sales, credit, and operations teams.
Tech-savvy, with experience using CRMs (HubSpot experience a bonus).
Experience working with brokers or within a lending environment (nice-to-have).
Understanding of basic credit or loan processes (nice-to-have).
Exposure to startup or high-growth environments (nice-to-have).

Benefits

Comp & perks

Extra Leave – we offer birthday leave + an additional day of paid leave to be used for life events, celebrations or just a mental health reset.
Two weeks from anywhere – we encourage employees to work remotely from a location of their choice for two weeks each year.
Learning and Development – all employees are encouraged and empowered to engage in professional development including a number of learning initiatives run internally.
Social events – we have a jam-packed social scene, with events throughout the year.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer serviceloan processingbroker supportcredit processesloan processes

Soft Skills

communication skillsorganisational skillsmulti-taskingcollaborationproblem-solving