Offer summary

Qualifications:

At least 5 years of experience in US Mortgage Loan Origination tasks., Strong communication, collaboration, and problem-solving skills., Proficiency in customer support tools like ZenDesk and task management tools., Bachelor's Degree or equivalent experience in financial services..

Key responsibilities:

Responding to customer queries via ZenDesk and other support tools.

Documenting and logging customer issues, compliments, and complaints.

Assisting customers through the application flow as needed.

Tracking customer experiences using logs, dashboards, and CRM systems.

Job description

This is a remote position.

About Us (Client Profile)

We are reinventing consumer credit. We wildly reduce the cost of capital by using technology to easily tap into people’s assets. Our first product is the world's cheapest credit card – backed by home equity. Using many patented technologies, we sped up a process that usually takes 4-6 weeks and thousands of dollars down to as fast as 15 minutes and $0 to get.

Who are we?

We are a well-capitalized (over $250MM in equity funding) team of technology (Square, Microsoft, Facebook) and finance (Discover, CapitalOne, Goldman Sachs) executives with top-tier investors – Founders Fund, Khosla Ventures, Max Levchin, NYCA, Sequoia, SciFi VC, Caffeinated Capital, etc.

Our team includes people who have built:

● Financial products (Square/CashApp, the earliest CapitalOne credit cards)

● Consumer products (Internet.org, Xbox)

● Mathematics & science infrastructure (computational research at NASA’s JPL)

We are missionaries who like to work hard on important problems - and build products that become infrastructure for society. We believe that using technology to lower the cost of capital for consumers is one of these problems - and if we can do it, it could have an infinite impact on people’s lives.

Requirements

Responsibilities

Responding to customer queries in a timely & effective manner via ZenDesk or other customer support tools
Documenting & logging issues (as well as customer compliments & complaints)
Working with customers to help them go through our application flow when required
Tracking customer experiences across online & offline channels using logs, dashboards, and CRM systems

Qualifications

At least 5 years (and above) of experience under a US Mortgage account handling Loan Origination specific tasks
Experienced in customer-facing roles in a loan or mortgage account
Superb communication, collaboration, and problem-solving skills.
Proficiency, speed, and accuracy in written communication.
Fluency, clarity, and good diction in English
Great organizational skills & time management abilities
Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email.
Familiarity in navigating MS Excel or Google Sheets
Detail-Oriented - we’re a financial services company so being correct about the details matter
Bachelor's Degree or comparable work experience in financial services
Flexibility to work US Pacific time 9 AM to 6 PM (with a 1-hour break time in between)
Must be based in the Philippines