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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.