Jobs at Extend Your Team

Coordinates loan closings with third-party vendors and customers, answers inquiries, assists with application scheduling and completion, documents issues, and tracks customer experiences through support tools, dashboards, logs, and CRM systems. The role requires loan origination or underwriting experience, knowledge of loan documents and deeds, strong customer service and communication skills, accurate documentation, and availability during U.S. Pacific business hours.

Prepare and reconcile daily/weekly/monthly capital markets reporting (borrowing base, funds flow, payment waterfalls), monitor covenants, troubleshoot data discrepancies, ensure data/reporting quality, support accounting, and work with engineers to automate capital markets reports.

Lead and manage a customer service operations team for card services, improve loan origination workflows, triage complex issues, coordinate cross-functional teams, enforce quality control, and ensure efficient processing and underwriting while working US Pacific hours from the Philippines.

Review, file, and verify security and account documents; assist with account closings, record-keeping, and cross-department document requests to support underwriting and customer onboarding.

Support capital markets operations through daily/weekly/monthly reporting, funds-flow reconciliation, payment waterfall administration, covenant monitoring, data quality stewardship, investor reporting, troubleshooting discrepancies, accounting support, and automation of capital-markets reports with engineering.

Manage complex mortgage account servicing related to flood and HOI insurance, account closures, payoffs, reconveyance, compliance (OFAC), manual payments, stakeholder outreach, and oversee Level 1 customer support.

Provides customer support for Aven card applicants and cardholders through Zendesk and other communication channels. Responsibilities include answering queries, documenting issues and feedback, assisting customers through the application process, and tracking experiences across channels using logs, dashboards, and CRM systems. The role requires loan or mortgage document review experience, customer-facing financial services experience, strong written and verbal English communication, attention to detail, and availability during US Pacific hours in the Philippines.

Perform daily credit card transaction reconciliations and delinquency reporting; provide audit support; maintain employee bonus schedule and grant details; assist Head of Accounting with month-end close, card-related entries, supporting documentation, and monthly/quarterly investor reporting.

Manage lien and HELOC document review, filing with county/state recorders, maintain filing records, verify client documentation, communicate with external parties, assist with account closing documents and cross-department document requests, and stay current on lien/HELOC processes and best practices.

Prepare and reconcile daily/weekly/monthly capital markets reports, funds flows, payment waterfalls, and covenant tracking. Troubleshoot data discrepancies, ensure reporting quality for investors and warehouse lines, support accounting on capital-markets activities, and collaborate with engineers to automate capital-markets reports and processes.

Make high-volume outbound calls to loan officers to generate interest, qualify prospects, and schedule meetings for recruiters. Follow outreach scripts, log activity in the CRM, meet weekly activity targets, and collaborate with the recruiting team to optimize outreach.

Manage and improve daily operations and workflows, coordinate cross-functional teams, track KPIs, handle logistics, and maintain data integrity. Use SQL to query and analyze back-end data, generate reports and dashboards, troubleshoot data issues, and support technical teams. Provide administrative support and maintain procedural documentation.

Manage end-to-end account servicing tasks for CH portfolios including account closures, payoff quotes, manual payments, reconveyance requests, and insurance (flood and HOI) renewals. Coordinate with lenders, title and insurance agencies, clear compliance blockers (OFAC), handle escalations, and oversee Level 1 customer support while ensuring audit and regulatory compliance.

Provide timely, empathetic customer support for a Bitcoin-backed credit card: handle inquiries, guide applicants through Bitcoin deposit/vaulting, monitor LTV and margin call communications, document issues, and track experiences using CRM/dashboards.

Partner with the COO to drive execution of high-priority initiatives, improve internal operations, coordinate HR and finance processes, implement AI and automation, strengthen training, and ensure cross-functional alignment and accountability across the company.

Handle customer queries via Zendesk, review loan applications and documentation for fraud using fraud platforms, log issues, collaborate cross-functionally, improve procedures, and track customer experience across channels.

Design, build, and maintain production-grade agentic automations using n8n and Google Gemini. Integrate with CRMs and banking APIs, implement robust error handling and security, use LLMs for document extraction and analysis, and continuously optimize financial workflows to reduce manual effort.

Provide timely, empathetic customer support for Aven credit card users via ZenDesk and Amazon Connect. Resolve account issues (payments, statements, bugs), de-escalate escalations, document incidents and feedback, and operate as part of a 24/7 support team working US Pacific hours.

Provide live, concierge-style support to mortgage and HELOC customers via phone and chat, guide them through products and next steps, document interactions, escalate issues, perform outbound lead calls, and share product/operations feedback to improve processes.

Provide empathetic, timely support for credit card applicants and account holders via Zendesk and Amazon Connect. Resolve payments, statements, bugs, and escalations; document issues and customer feedback; collaborate with team members as part of a 24/7 support operation working US Pacific hours.