Loan Origination Customer Support

Eyt
Philippines
On-siteCareer-pivot friendly

Who this role is best for

Loan origination professionals with finance domain expertise and customer support experience will find this customer-facing role in a fast-moving fintech environment

Best fit for

  • Candidates with 2+ years in US loan/mortgage origination or underwriting roles
    — “At least 2 years (and above) of experience under a US Loan or Mortgage account handling Loan Origination or Underwriting specific tasks”
  • Individuals with strong written communication and English fluency
    — “Proficiency, speed, and accuracy in written communication”
  • Those who have worked with customer support and task management tools like ZenDesk and Google Drive
    — “Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email”

Things to consider

  • Must be able to work during US Pacific time hours, which may conflict with local work schedules
    — “Flexibility to work US Pacific time 9 AM to 6 AM”
  • Residency in the Philippines is mandatory, limiting remote or international candidates
    — “Must be presently residing in the Philippines”

How to stand out

  • Highlight experience with consumer-facing loan applications and issue resolution in your resume
    — “Working with customers to help them go through our application flow when required”
  • Demonstrate fluency in English and accuracy in written communication during interviews
    — “Fluency, clarity, and good diction in English”
  • Showcase your ability to document and track customer experiences across multiple platforms
    — “Tracking customer experiences across online & offline channels using logs, dashboards, and CRM systems”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Individual

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

What success looks like

  • Responded to customer queries in a timely manner
  • Documented and logged issues
  • Worked with customers to help them go through the application flow
Typical background
2+ years of experience in loan or mortgage account handlingExperience in customer-facing roles

Skills & requirements

Required

Customer SupportLoan OriginationUnderwritingCommunicationProblem-solvingCRM Systems

Preferred

Credit Card ExperienceFinancial Services

Stack & domain

Customer SupportLoan OriginationUnderwritingRisk ModelsCredit CardsCRM SystemsZendeskGoogle DriveEmailCommunicationCollaborationProblem-solvingOrganizational SkillsTime ManagementFinanceRisk Management

About the role

Original posting from Eyt via Ashby

About the Client:

We have invented a new credit card powered by an advanced asset-securing platform that enables us to offer much lower APRs to consumers. Our team is a combination of deep technology (Microsoft, Google, Facebook), and finance (Nubank, Goldman Sachs, Square, Carta, SoFi) executives. Our Seed round was led by Max Levchin, and our Series A by Founders Fund - with participation inboth rounds by Sequoia, NYCA, and others.

Our work involves building the world’s first completely autonomous asset-securing process, world-class risk models for underwriting, and an incredibly smooth & efficient product experience for consumers to apply, activate, and manage their credit cards.

We’re 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.

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.

REQUIREMENTS

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

Qualifications

  • 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 AM (with a 1-hour break time in between)
  • Must be presently residing in the Philippines

Source: Eyt careers (Ashby)

Similar roles