Loan Origination Customer Support
Posted 5 days ago
You'll complete your application on Extend Your Team's career site.
About the Role
This staffing organization specializes in assembling skilled virtual assistant and remote operations departments for rapidly expanding businesses. Utilizing a unique selection method, the firm matches independent experts who merge into client processes to boost productivity, streamline operations, and facilitate quick growth. The organization manages a varied roster of clients, such as venture-backed startups, mid-market businesses, and major corporations within the insurance, mortgage, fintech, and financial service sectors, prioritizing the delivery of quantifiable outcomes. The Loan Origination Customer Support position is a full-time opening tailored for those who excel in dynamic financial settings. The hired individual will perform remote work from the Philippines to assist clients located in the United States, acting as an essential liaison for customer questions and assistance with applications. This role provides a chance to become part of a skilled group and function independently while significantly influencing the client experience within the financial services industry.
Requirements
- You need a minimum of two years of relevant background in mortgage or loan account underwriting or origination within the United States.
- You must hold a university degree or demonstrate equivalent professional experience within the financial industry.
- You should possess strong skills in customer-facing positions, in addition to outstanding collaborative, communicative, and analytical capabilities.
- You are required to exhibit superior time management and organizational skills, paired with the precision and attention to detail necessary for financial work.
- You must feel at ease utilizing email, Google Drive, project management tools, and support platforms such as ZenDesk.
- You are expected to demonstrate professional-level English proficiency in both speaking and writing, including clear diction.
- You must be prepared to work a full-time schedule based on US Pacific Time from 9 AM to 6 PM with a one-hour break, and you are required to currently live in the Philippines.
Responsibilities
- You will manage incoming customer inquiries efficiently and promptly by leveraging ZenDesk alongside additional support software.
- You are tasked with providing active support to clients throughout the loan application process whenever necessary.
- Your primary duties will include recording and filing feedback, issues, and praise to guarantee precise documentation.
- You will monitor customer interactions across digital and physical touchpoints by updating CRM platforms, utilizing dashboards, and keeping thorough logs to ensure quality service is upheld throughout the entire client lifecycle.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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