Originations Backend (HOI Specialist)

Eyt
Philippines
On-siteCareer-pivot friendly

Who this role is best for

Geared toward customer service professionals with loan or mortgage experience comfortable with documenting and logging issues. This mid-level role in the financial services domain requires candidates from the Philippines to adapt to US Pacific time hours.

Best fit for

  • Individuals who have used customer support tools like ZenDesk and CRM systems in prior roles
    — “Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email
  • Professionals who can manage time effectively and maintain high accuracy in detail-oriented tasks
    — “Detail-Oriented - we're a financial services company so being correct about the details matter

Things to consider

  • Must be prepared to work US Pacific time hours with a 1-hour break in between
    — “Flexibility to work US Pacific time 10 AM to 7 PM (with a 1-hour break time in between)
  • Candidates must be from the Philippines, which is a strict geographical requirement
    — “Must be from the Philippines

How to stand out

  • Emphasize prior experience in loan or mortgage account management with specific examples
    — “At least 2 years (and above) of experience under a US Loan or Mortgage account handling various document review and verification tasks
  • Demonstrate fluency in English and clarity in written communication on your resume
    — “Fluency, clarity, and good diction in English
  • Demonstrate organizational skills by providing examples of managing multiple customer channels
    — “Tracking customer experiences across online & offline channels using logs, dashboards, and CRM systems
Pace · SteadyCollaboration · LowAutonomy · MediumDecision Impact · IndividualLevel · Mid

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

What success looks like

  • customer satisfaction
  • issue resolution
  • application flow support
Typical background
customer serviceloan processingmortgage account handling

Skills & requirements

Required

Customer SupportIssue DocumentationCustomer EngagementCRM SystemsCommunication

Preferred

Loan ProcessingMortgage Account Handling

Stack & domain

CommunicationProblem_solvingFinancial_services

About the role

Original posting from Eyt via Ashby

About the role

We are 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.

Key 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

About you

  • At least 2 years (and above) of experience under a US Loan or Mortgage account handling various document review and verification 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 10 AM to 7 PM (with a 1-hour break time in between)
  • Must be from the Philippines

Source: Eyt careers (Ashby)

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