Key Facts

Remote From:

United States

Category: Mortgage Loan Officer

Full time

Mid-level (2-5 years)

English

Hard Skills

Mortgage Loans Real Estate Finance

Other Skills

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Customer Service
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Sales
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Communication
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Detail Oriented
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Self-Motivation
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Multitasking
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Calmness Under Pressure

Roles & Responsibilities

2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing
Strong verbal and written communication skills
Ability to learn new products and processes quickly
Bachelor’s degree in Business Administration, Accounting, Finance, or equivalent education and experience

Requirements:

Provide live, concierge-style support to customers via phone, chat, and other real-time channels
Guide customers through Aven’s products, processes, and next steps with clarity and confidence
Accurately document customer interactions and outcomes in internal systems
Identify recurring customer questions or friction points and share insights with product and operations teams

Extend Your Team

About Extend Your Team

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 type: Scaleup

Founded: 2018

Company size: 201 - 500

Website LinkedIn See all jobs →

Job description

Overview

We’re looking for thoughtful, empathetic individuals to deliver a white-glove customer experience. You’ll be hands-on in providing live, personalized guidance and expert support to customers navigating important financial decisions, ensuring they feel informed, confident, and cared for at every step. This role is ideal for someone who thrives in a fast-paced environment and takes pride in delivering exceptional, concierge-level service.

You don’t need a luxury hospitality or private banking background – but you must bring a thoughtful, service-oriented mindset. You take pride in helping people feel comfortable, understood, and supported.

What you’ll do

Provide live, concierge-style support to customers via phone, chat, and other real-time channels
Guide customers through Aven’s products, processes, and next steps with clarity and confidence
Accurately document customer interactions and outcomes in internal systems
Identify recurring customer questions or friction points and share insights with product and operations teams
Conduct outbound calls to new leads to introduce Aven
Resolves or escalates complaints through appropriate channels
Uphold high standards of professionalism, privacy, and attention to detail when handling sensitive information

We’re looking for someone with:

Must Have: 2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing
Strong verbal and written communication skills
Ability to learn new products and processes quickly
Self-motivated, able to multi-task with the ability to work well under pressure with minimal supervision in a fast paced environment
Strong attention to detail and follow-through
Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience
Bonus: Multilingual skills
Bonus: Experience in fintech, financial services, or regulated industries

Schedule: US Hours (Pacific Standard Time)

Compensation

Monthly Rate: Php90,000 - Php100,000

+ Internet allowance

+ HMO

+ Devices and equipment are provided

+ Permanent work from home

Ready to apply?

APPLY

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