Logo for Extend Your Team

Customer Support Specialist (US Mortgage)

Role overview

Qualifications

  • 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

Responsibilities

  • 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

Key facts

Other skills

  • Customer Service
  • Sales
  • Detail Oriented
  • Non-Verbal Communication
  • Multitasking
  • Self-Motivation
  • Problem Solving
  • Professionalism
  • Time Management

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

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

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

  1. Provide live, concierge-style support to customers via phone, chat, and other real-time channels

  2. Guide customers through Aven’s products, processes, and next steps with clarity and confidence

  3. Accurately document customer interactions and outcomes in internal systems

  4. Identify recurring customer questions or friction points and share insights with product and operations teams

  5. Conduct outbound calls to new leads to introduce Aven

  6. Resolves or escalates complaints through appropriate channels

  7. Uphold high standards of professionalism, privacy, and attention to detail when handling sensitive information

We’re looking for someone with:

  1. Must Have: 2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing

  2. Strong verbal and written communication skills

  3. Ability to learn new products and processes quickly

  4. Self-motivated, able to multi-task with the ability to work well under pressure with minimal supervision in a fast paced environment

  5. Strong attention to detail and follow-through

  6. Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience

  7. Bonus: Multilingual skills

  8. 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

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Customer Support Related jobs

Other jobs at Extend Your Team

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.