Team Leader (HELOC)

Posted 18 Days Ago
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Hiring Remotely in Metro Manila, PHL
Remote
Senior level
Agency • Professional Services
The Role
Leads HELOC document processing operations, including reviewing and filing security documents, verifying client information, preparing closing documents, and supporting record-keeping requests. The role manages team performance, SLAs, quality metrics, escalations, stakeholder relationships, and cross-time-zone coverage. It requires extensive U.S. loan or mortgage experience, expertise in liens, deeds of trust, vesting, and HELOC refinancing, plus experience coaching teams in mortgage or loan operations.
Summary Generated by Built In

About The Client

We are reinventing consumer credit. We wildly reduce the cost of capital by using technology to easily tap into people’s assets. Our first product is the world's cheapest credit card – backed by home equity. Using many patented technologies, we sped up a process that usually takes 4-6 weeks and thousands of dollars down to as fast as 15 minutes and $0 to get.

 

Who are we?

We are a well-capitalized (over $250MM in equity funding) team of technology (Square, Microsoft, Facebook) and finance (Discover, CapitalOne, Goldman Sachs) executives with top-tier investors – Founders Fund, Khosla Ventures, Max Levchin, NYCA, Sequoia, SciFi VC, Caffeinated Capital, etc.

 

Our team includes people who have built:

 
  • Financial products (Square/CashApp, the earliest CapitalOne credit cards)

  • Consumer products (Internet.org, Xbox)

  • Technology infrastructure (Visual Studio, Windows & Azure, helped design the C++ & C# languages)

  • Mathematics & science infrastructure (computational research at NASA’s JPL)

 

We are missionaries who like to work hard on important problems - and build products that become infrastructure for society. We believe that using technology to lower the cost of capital for consumers is one of these problems - and if we can do it, it could have an infinite impact on people’s lives.

 

Responsibilities:

  • Reviewing security documents for completeness and recording requirements

  • Filing security documents with appropriate governmental entities

  • The verifying client provided documents during the account creation process

  • Assisting in the preparation and filing of account closing documents

  • Assisting other departments with document requests and record-keeping

 

Qualifications:

  • At least 5+ years of experience handling US Loan or Mortgage tasks, with 2+ years in a lead, supervisor, or team management capacity

  • Deep, hands-on expertise in Liens, Deed of Trust, Vesting, and HELOC Refi processing

  • Demonstrated experience coaching or managing a team in a document processing, mortgage, title, or loan operations environment

  • Comfort owning SLAs, quality metrics, and escalation paths for a team

  • Strong stakeholder management skills – able to work directly with Legal, Compliance, and external parties (title companies, county recorders)

  • Superb communication, collaboration, and problem-solving skills; excellent written English

  • Experience using customer communication and task management programs, Google Drive, and Email

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

  • Exposure to Automation or building AI bots is a plus

  • Flexibility to work US Pacific time 9 AM to 7 PM (with a 1-hour break), including coverage planning across time zones

Skills Required

  • At least 5 years of experience handling U.S. loan or mortgage tasks
  • At least 2 years in a lead, supervisor, or team management capacity
  • Hands-on expertise in liens, deeds of trust, vesting, and HELOC refinance processing
  • Experience coaching or managing a team in document processing, mortgage, title, or loan operations
  • Experience owning SLAs, quality metrics, and escalation paths
  • Strong stakeholder management skills with legal, compliance, title companies, and county recorders
  • Strong communication, collaboration, problem-solving, and written English skills
  • Experience using customer communication and task management programs, Google Drive, and email
  • Bachelor's degree or comparable financial services experience
  • Exposure to automation or building AI bots
  • Availability to work U.S. Pacific time from 9 AM to 7 PM, including cross-time-zone coverage planning
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The Company
HQ: San Juan, FL

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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