Closing Coordinator (WestCap)

Eyt
Metro Manila, Philippines
RemoteCareer-pivot friendly

Who this role is best for

Geared toward candidates with financial services experience and comfortable with coordinating third-party vendors and managing customer interactions.

Best fit for

  • Candidates with 2+ years in loan origination or underwriting, especially in a US-based context
    — “At least 2 years (and above) of experience under a US Loan or Mortgage account handling Loan Origination or Underwriting specific tasks”
  • Individuals who have managed customer support processes using ZenDesk or similar tools
    — “Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email.”
  • Professionals with strong English communication skills and a customer-facing mindset
    — “Fluency, clarity, and good diction in English”

Things to consider

  • Must be available to work US Pacific time hours, which may conflict with local time zones
    — “Flexibility to work US Pacific time 9 AM to 6 PM (with a 1-hour break time in between)”
  • Candidates must reside in the Philippines, limiting eligibility to local applicants
    — “Must live in the Philippines”

How to stand out

  • Highlight experience with loan documents and title knowledge in your resume and interview responses
    — “Familiarity with loan documents, deeds, or similar documents”
  • Emphasize your ability to document and track customer experiences across multiple channels
    — “Tracking customer experiences across online & offline channels using logs, dashboards, and CRM systems”
  • Showcase your track record in coordinating with third-party vendors and resolving customer issues
    — “Experience coordinating with Third-Party vendors while also interacting with customers, answering questions and assisting in scheduling”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • coordinating with third-party vendors
  • assisting customers through application flow
  • tracking customer experiences
Typical background
2+ years of experience in loan or mortgage account handling

Skills & requirements

Required

Customer ServiceLoan OriginationDocument HandlingCommunicationCollaborationProblem-solvingOrganizational SkillsTime ManagementTechnical Communication

Stack & domain

Customer ServiceClosingLoan OriginationDocument HandlingTitle KnowledgeLoan DocumentsDeedsCustomer Communication ToolsTask Management ToolsCRM SystemsFinancial ServicesCommunicationCollaborationProblem-solvingWritten CommunicationFluencyClarityDictionOrganizationTime ManagementDetail-orientedFlexibilityConsumer CreditHome EquityFinancial ProductsUnderwriting

About the role

Original posting from Eyt via Ashby

About Us (Client Profile)

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 http://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.

Cultural Values:

  • Depth and rigor of thought - we try to be rigorous in our thinking & dive into the details.
  • Minimalist - we are spartan in our design, in our code, and even in our processes.
  • Speed of execution - we move fast & value decisiveness. We think speed drives quality.

Responsibilities:

● We are looking for someone who has experience coordinating with Third-Party vendors while also interacting with customers, answering questions and assisting in scheduling

Responsibilities:

● Responding to customer queries in a timely & effective manner via ZenDesk, Amazon Connect 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

Qualifications

● Experience coordinating with Third-Party vendors

● Extensive experience in front-facing customer service

● Experience with closing for loan origination

● Experience with document handling, title knowledge

● Familiarity with loan documents, deeds, or similar documents

● At least 2 years (and above) of experience under a US Loan or Mortgage account handling Loan Origination or Underwriting specific 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 9 AM to 6 PM (with a 1-hour break time in between)

● Must live in the Philippines

***Due to the volume of applications we receive, only qualified candidates will be contacted.

***USD 7-8/hr (Pay is commensurate to experience), HMO, HMO dependent/Internet, PTO, Laptop provided

Source: Eyt careers (Ashby)

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