Jobs at Extend Your Team

Designs and maintains production-grade n8n automations and AI agents using Google Gemini for financial operations. Integrates databases, CRMs, banking APIs, and webhooks; develops document extraction, sentiment analysis, reporting, fraud detection, and compliance workflows. Ensures reliability through error handling, retries, monitoring, encryption, and secure credential management. Continuously identifies automation opportunities to reduce manual work. Candidates must reside in the Philippines.

Coordinate loan closings by working with third-party vendors and customers, answering questions, assisting with application completion and scheduling, and managing loan-related documents. Responsibilities include responding through customer support tools, logging issues and feedback, tracking customer experiences in CRM systems and dashboards, and ensuring accurate, timely communication. The role requires mortgage or loan origination experience, document and title knowledge, strong organization, and availability during U.S. Pacific business hours.

Own documentation-heavy projects from intake through completion, translating ambiguous requests into clear scopes, timelines, deliverables, and processes. Track dependencies, risks, and stakeholder alignment across teams while improving information organization, documentation practices, workflows, and project tracking. Facilitate meetings, capture decisions and action items, and collaborate with product, operations, engineering, compliance, and support teams.

Handles customer and partner support for a home-equity-backed credit product through phone, Zendesk, SMS, and other channels. Completes welcome calls, answers application and account questions, investigates cases, manages follow-ups and queues, documents interactions, and coordinates fraud, complaints, disputes, payments, and remediation workflows. Escalates specialized or unusual concerns while driving cases toward end-to-end resolution and maintaining strong customer and partner experiences.

Respond to credit card customer queries through Zendesk and other support tools, document complaints and issues, assist customers with application flows, and track experiences across online and offline channels using logs, dashboards, and CRM systems.

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.

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.

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.

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.

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.

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 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.

Manage lien and HELOC documentation: review and verify security documents, file with county/state jurisdictions, maintain records, coordinate with recorders and vendors, resolve discrepancies, handle contingency clearing (title insurance, HOI, trust and lien position verification, employment contingencies), perform final title policy review and HOI renewals, assist other teams with document requests, and stay current on lien/HELOC best practices.