Team Leader (HELOC)

Eyt
Philippines
On-site

Who this role is best for

Document processing professionals with mortgage or loan operations experience and leadership background will find this team leadership role in the Philippines.

Best fit for

  • Candidates with 5+ years in US loan or mortgage tasks and team management experience
    — “At least 5+ years of experience handling US Loan or Mortgage tasks, with 2+ years in a lead, supervisor, or team management capacity”
  • Individuals with deep knowledge of HELOC Refi and lien processing workflows
    — “Deep, hands-on expertise in Liens, Deed of Trust, Vesting, and HELOC Refi processing”
  • Professionals comfortable with managing SLAs and quality metrics for a team
    — “Comfort owning SLAs, quality metrics, and escalation paths for a team”

Things to consider

  • Must commit to US Pacific time hours with a one-hour break for daily coverage
    — “Flexibility to work US Pacific time 9 AM to 7 PM (with a 1-hour break)”

How to stand out

  • Demonstrate experience in verifying client documents and managing account creation processes
    — “The verifying client provided documents during the account creation process”
  • Highlight prior leadership in document processing or loan operations environments
    — “Demonstrated experience coaching or managing a team in a document processing, mortgage, title, or loan operations environment”
  • Showcase ability to manage cross-functional collaboration and external stakeholder relations
    — “Strong stakeholder management skills – able to work directly with Legal, Compliance, and external parties”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

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

What success looks like

  • 5+ years of experience in loan or mortgage tasks
  • 2+ years in a lead or team management capacity
  • deep expertise in liens, deed of trust, vesting, and HELOC refi processing
  • demonstrated experience coaching or managing a team in a document processing environment
Typical background
financial servicesloan operationsmortgage processing

Skills & requirements

Required

Document ProcessingMortgage OperationsTeam ManagementSecurity Document HandlingSLA OwnershipStakeholder ManagementCommunicationCollaborationProblem-solvingCustomer CommunicationTask ManagementGoogle DriveEmail

Preferred

AutomationAI Bots

Stack & domain

LiensDeed Of TrustVestingHeloc Refi ProcessingGoogle DriveEmailCommunicationCollaborationProblem-solvingFinance

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.

Responsibilities:

  • Reviewing security documents for completeness and recording requirements
  • Filing security documents with appropriate governmental entities
  • The verifying client provided documents during the account creation process
  • Assisting in the preparation and filing of account closing documents
  • Assisting other departments with document requests and record-keeping

Qualifications:

  • At least 5+ years of experience handling US Loan or Mortgage tasks, with 2+ years in a lead, supervisor, or team management capacity
  • Deep, hands-on expertise in Liens, Deed of Trust, Vesting, and HELOC Refi processing
  • Demonstrated experience coaching or managing a team in a document processing, mortgage, title, or loan operations environment
  • Comfort owning SLAs, quality metrics, and escalation paths for a team
  • Strong stakeholder management skills – able to work directly with Legal, Compliance, and external parties (title companies, county recorders)
  • Superb communication, collaboration, and problem-solving skills; excellent written English
  • Experience using customer communication and task management programs, Google Drive, and Email
  • Bachelor's Degree or comparable work experience in financial services
  • Exposure to Automation or building AI bots is a plus
  • Flexibility to work US Pacific time 9 AM to 7 PM (with a 1-hour break), including coverage planning across time zones

Source: Eyt careers (Ashby)

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