Overview
We’re looking for thoughtful, empathetic individuals to deliver a white-glove customer experience. You’ll be hands-on in providing live, personalized guidance and expert support to customers navigating important financial decisions, ensuring they feel informed, confident, and cared for at every step. This role is ideal for someone who thrives in a fast-paced environment and takes pride in delivering exceptional, concierge-level service.
You don’t need a luxury hospitality or private banking background – but you must bring a thoughtful, service-oriented mindset. You take pride in helping people feel comfortable, understood, and supported.
What you’ll do
Provide live, concierge-style support to customers via phone, chat, and other real-time channels
Guide customers through Aven’s products, processes, and next steps with clarity and confidence
Accurately document customer interactions and outcomes in internal systems
Identify recurring customer questions or friction points and share insights with product and operations teams
Conduct outbound calls to new leads to introduce Aven
Resolves or escalates complaints through appropriate channels
Uphold high standards of professionalism, privacy, and attention to detail when handling sensitive information
We’re looking for someone with:
Must Have: 2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing
Strong verbal and written communication skills
Ability to learn new products and processes quickly
Self-motivated, able to multi-task with the ability to work well under pressure with minimal supervision in a fast paced environment
Strong attention to detail and follow-through
Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience
Bonus: Multilingual skills
Bonus: Experience in fintech, financial services, or regulated industries
Schedule: US Hours (Pacific Standard Time)
Skills Required
- 2+ years of experience in Sales
- 2+ years of experience in Customer Service
- 2+ years of experience in HELOC/Mortgage/real estate financing
- Strong verbal and written communication skills
- Ability to learn new products and processes quickly
- Self-motivated, able to multi-task and work under pressure with minimal supervision
- Strong attention to detail and follow-through
- Bachelor's degree in Business Administration, Accounting, Finance, or equivalent experience
- Multilingual skills
- Experience in fintech, financial services, or regulated industries
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.
