Operations Lead (Card Services)

Eyt
PH
On-site

Who this role is best for

Best suited to senior customer service leaders with US mortgage or credit card experience working in a financial services environment requiring US Pacific time flexibility.

Best fit for

  • Experienced customer service leaders with a passion for process improvement in financial services.
    — “Passion for Customer Service and has top tier background/training in Customer Service
  • Leaders who thrive in fast-paced environments with shifting priorities and deadlines.
    — “One who thrives in a fast-paced environment, able to manage shifting priorities and deadlines
  • Candidates with deep experience in loan origination workflows and underwriting processes.
    — “Strong understanding of Origination processes, including underwriting, processing, and quality control

Things to consider

  • Must be currently residing in the Philippines with availability for US Pacific time.
    — “Must be presently residing in the Philippines
  • Requires at least 10 years of customer service experience, with financial services background preferred.
    — “At least 10 years (and above) of customer service experience

How to stand out

  • Highlight specific examples of workflow improvements you've implemented in loan origination.
    — “One who proactively identifies and implements changes to improve loan origination workflows
  • Demonstrate fluency in customer service tools like ZenDesk and Amazon Connect.
    — “Experience using customer and management tools such as ZenDesk, Asana, Amazon Connect
  • Showcase cross-functional collaboration experience with clear English communication examples.
    — “Strong communication skills to coordinate and work with cross-functional teams effectively
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Senior

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

What success looks like

  • Drive efficiency and excellent output within the team
  • Proactively identify and implement changes to improve loan origination workflows
Typical background
At least 10 years of customer service experience

Skills & requirements

Required

Customer ServiceLeadershipProblem SolvingFinancial ServicesTime ManagementCommunicationFinancial ModelingProcess Improvement

Preferred

US Mortgage And/or Credit Card Accounts Experience

Stack & domain

Customer ServiceLeadershipCommunicationProblem-solvingAnalytical SkillsOrigination ProcessesDetail-orientedZendeskAsanaAmazon ConnectFinance

About the role

Original posting from Eyt via Ashby

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 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.

Qualifications - What we’re looking for:

A seasoned Team Leader with:

  • Passion for Customer Service and has top tier background/training in Customer Service. At least 10 years (and above) of customer service experience. Having an experience with US mortgage and/or credit card accounts is a plus
  • Strong Leadership history and experience. One who can drive efficiency and excellent output within his team. One who thrives in a fast-paced environment, able to manage shifting priorities and deadlines. One who proactively identifies and implements changes to improve loan origination workflows.
  • Strong communication skills to coordinate and work with cross-functional teams effectively. Fluency, clarity, and good diction in English is a must.
  • Exceptional problem-solving and analytical skills for triaging and resolving complex issues.
  • Strong understanding of Origination processes, including underwriting, processing, and quality control.
  • Great organizational skills & time management abilities
  • Experience using customer and management tools such as ZenDesk, Asana, Amazon Connect.
  • Detail-Oriented skillset - we’re a financial services company so being correct about the details matter.
  • Bachelor's Degree or Bachelor's Degree or comparable work experience in financial services
  • Flexibility to work US Pacific time.
  • Must be presently residing in the Philippines

Source: Eyt careers (Ashby)

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