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Closing Coordinator

Role overview

Qualifications

  • Experience coordinating with Third-Party vendors
  • Extensive experience in front-facing customer service
  • At least 2 years of experience under a US Loan or Mortgage account handling Loan Origination or Underwriting specific tasks
  • Bachelor's Degree or comparable work experience in financial services

Responsibilities

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

Key facts

Other skills

  • Customer Service
  • Organizational Skills
  • Communication
  • Collaboration
  • Problem Solving
  • Time Management
  • Detail Oriented

About the company

Extend Your Team logo

Extend Your Team

Staffing & Recruiting

Let's be honest; running a business is hard. So hard that most people give up and fail. We are not those people. Yes, I was there and maybe you were or are there too. This isn't a cheesy sales pitch but there is a better way. You can get the talent you need and it will be at the right price. You just have to think differently and think globally. WHY I FOUNDED EXTEND YOUR TEAM ▬▬▬▬▬▬▬▬▬▬▬▬ After growing an e-commerce company to $5MM in annual revenue, I was buried with running the business. Before long, I started working 14+ hours/day managing multiple teams, projects, and completing low-value tasks. To be open, I was miserable. That's when I connected with Angelica, a mid career pro from the Philippines, to help me run my business as my Chief of Staff - reducing the time I spent on the business by 80%. She nothing short of changed my life and is the reason I founded my company. I want everyone to have an Angelica on their team. HOW IT WORKS ▬▬▬▬▬▬▬▬▬▬▬▬ 1) We get on a quick call so I can learn more about your business and your challenges. 2) We will source and introduce you to a remote worker that best fits your needs. 3) Myself and my team will work with you to consult you to help systemize your processes including onboarding, management, and operations. 4) We are there every step of the way to coach you, coach the team member and make sure that you are successful in outsourcing. If there are any issues, we work side by side with you in correcting them. We help you avoid the mistakes that I and so many others made learning how to successfully outsource I believe that you shouldn't spend $150/hr (your time) on a $15/hr problem. The most important thing is that I am the same as you. I am a business operator and have faced the same challenges. READY TO TALK? ▬▬▬▬▬▬▬▬▬▬▬▬ Book a call: https://calendly.com/myahes/discovery

Company details

Company typeScaleup
IndustryStaffing & Recruiting
Company size201 - 500

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Job description

About Us

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)

  • Technology infrastructure (Visual Studio, Windows & Azure, helped design the C++ & C# languages)

  • 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.

Cultural Values:

1. Depth and rigor of thought - we try to be rigorous in our thinking & dive into the details.

2. Minimalist - we are spartan in our design, in our code, and even in our processes.

3. Speed of execution - we move fast & value decisiveness. We think speed drives quality.

Job description:

  • We are looking for someone who has experience coordinating with Third-Party vendors while also interacting with customers, answering questions and assisting in scheduling

Responsibilities:

  • Responding to customer queries in a timely & effective manner via ZenDesk, Amazon Connect 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

Qualification

  • Experience coordinating with Third-Party vendors

  • Extensive experience in front-facing customer service

  • Experience with closing for loan origination

  • Experience with document handling, title knowledge

  • Familiarity with loan documents, deeds, or similar documents

  • At least 2 years (and above) of experience under a US Loan or Mortgage account handling Loan Origination or Underwriting 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.

  • 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 live in the Philippines

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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