Originations Backend (HOI Specialist)

Posted One Month Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote
Junior
Agency • Professional Services
The Role
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.
Summary Generated by Built In

About the role

We are looking for detail-oriented, driven, and empathetic customer experience managers who want to work with intelligent, motivated, intense, and interesting people to provide people who are applying and people who have received the Aven card with an extraordinary experience.

 

Key responsibilities

  • Responding to customer queries in a timely & effective manner via ZenDesk or other customer support tools

  • Documenting & logging issues (as well as customer compliments & complaints)

  • Working with customers to help them go through our application flow when required

  • Tracking customer experiences across online & offline channels using logs, dashboards, and CRM systems

About you

  • At least 2 years (and above) of experience under a US Loan or Mortgage account handling various document review and verification tasks

  • Experienced in customer-facing roles in a loan or mortgage account

  • Superb communication, collaboration, and problem-solving skills

  • Proficiency, speed, and accuracy in written communication

  • Fluency, clarity, and good diction in English

  • Great organizational skills & time management abilities

  • Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email

  • Detail-Oriented - we're a financial services company so being correct about the details matter

  • Bachelor's Degree or comparable work experience in financial services

  • Flexibility to work US Pacific time 10 AM to 7 PM (with a 1-hour break time in between)

  • Must be from the Philippines

Skills Required

  • At least 2 years of experience handling document review and verification tasks for a US loan or mortgage account
  • Experience in customer-facing roles within a loan or mortgage account
  • Strong communication, collaboration, and problem-solving skills
  • Proficiency, speed, and accuracy in written communication
  • Fluency, clarity, and good diction in English
  • Strong organizational and time-management skills
  • Experience using Zendesk, task management tools, Google Drive, and email
  • Strong attention to detail
  • Bachelor's degree or comparable work experience in financial services
  • Flexibility to work US Pacific time from 10 AM to 7 PM with a one-hour break
  • Must be located in the Philippines
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The Company

What We Do

Extend Your Team is a professional services organization specializing in team augmentation and staffing. They help businesses scale their operations by providing qualified remote talent across various domains, including accounting for lending and banking, project management, and technical writing.

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