Jobs at Extend Your Team

Provide timely customer support for card services via Zendesk and CRM; document issues, assist applicants through the application flow, and track experiences across logs, dashboards, and CRM systems.

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 support via Zendesk and other channels; document and log issues and feedback; assist applicants through the application flow; track customer experiences using logs, dashboards, and CRM systems.

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.

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.

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.

Provide first-line customer support for crypto users: troubleshoot on-chain issues (failed transactions, gas, slippage), guide users via blockchain explorers, assist onboarding/KYC, educate on security best practices, document tickets in Zendesk/Asana, and escalate complex bugs to engineering.

Review, verify, and file security and account documents for HELOC/loan accounts; assist in account closings, respond to document requests, and support cross-functional teams with record-keeping.

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.

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.

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.

Coordinate with third-party vendors and assist customers through loan application and closing processes. Respond to customer queries via Zendesk/Amazon Connect, document and log issues, track customer experiences using logs, dashboards, and CRM, and handle loan documents and title-related tasks.

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.

Lead and improve daily operational processes, coordinate cross-functional teams, manage KPIs and logistics, and provide data-driven support using SQL to generate reports, maintain data integrity, and troubleshoot systems while documenting procedures and supporting continuous improvement.

Provide live concierge-style customer support via phone and chat for US mortgage/HELOC customers. Guide customers through products and processes, document interactions, escalate issues, conduct outbound lead calls, and share product/operations feedback to improve experience.

Manage documentation-heavy projects from intake to completion: define scope, timelines, and deliverables; track dependencies and risks; create and maintain SOPs, PRDs, decision logs, and knowledge-base articles; design information architectures and documentation standards; coordinate cross-functional stakeholders and facilitate meetings to keep initiatives aligned and actionable.

Lead a team of five accounting analysts to reconcile daily credit card and deposit activity, support month-end close and investor reporting, prepare franchise and tax filings, provide audit support, and coach direct reports while working with the Controller on accounting and finance 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.

Provide live, concierge-style mortgage support via phone and chat, guide customers through products and processes, document interactions, surface product friction, perform outbound lead calls, resolve or escalate issues, and protect customer privacy and data.

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.