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US Mortgage Customer Specialist

Extend Your Team

Muntinlupa, PhilippinesRemoteFull-timePHP 90,000–100,000/moPosted 7mo agoVerified open 6 days ago
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At a glance

Compensation
PHP 90,000–100,000/mo
Location
Muntinlupa, PhilippinesRemote
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

Extend Your Team is hiring an US Mortgage Customer Specialist. The role seeks thoughtful, empathetic individuals to deliver white‑glove, concierge‑level support, guiding customers through financial decisions with clarity, confidence, and personalized assistance while maintaining professionalism and attention to detail.

Key focus areas include Provide live concierge‑style support via phone, chat, and real‑time channels, Guide customers through products, processes, and next steps with clarity, and Accurately document interactions and outcomes in internal systems.

Successful candidates bring 2+ Years Sales Experience, 2+ Years Customer Service Experience, and 2+ Years HELOC/Mortgage/Real Estate Financing Experience. Important skills include Thoughtful Mindset, Service-Oriented Mindset, Live Concierge-Style Support, Document Customer Interactions, Identify Recurring Customer Questions, and Conduct Outbound Calls. Preferred (not required): Multilingual Skills.

Skills & qualifications

RequiredNice to have

Skills

Thoughtful MindsetService-Oriented MindsetLive Concierge-Style SupportDocument Customer InteractionsIdentify Recurring Customer QuestionsConduct Outbound CallsResolve ComplaintsEscalate ComplaintsProfessionalismPrivacyAttention to DetailCommunicationLearn New Products QuicklyLearn New Processes QuicklySelf-MotivatedMulti-TaskWork Under PressureFollow-ThroughMultilingual SkillsMinimal Supervision

Qualifications

2+ Years Sales Experience2+ Years Customer Service Experience2+ Years HELOC/Mortgage/Real Estate Financing ExperienceBachelor's in Business Administration, Accounting, Finance or EquivalentExperience in FintechExperience in Financial ServicesExperience in Regulated Industries

Benefits

Medical Insurance

Full job description

Overview

We’re looking for thoughtful, empathetic individuals to deliver a white-glove customer experience. You’ll be hands-on in providing live, personalized guidance and expert support to customers navigating important financial decisions, ensuring they feel informed, confident, and cared for at every step. This role is ideal for someone who thrives in a fast-paced environment and takes pride in delivering exceptional, concierge-level service.

You don’t need a luxury hospitality or private banking background – but you must bring a thoughtful, service-oriented mindset. You take pride in helping people feel comfortable, understood, and supported.

What you’ll do

  1. Provide live, concierge-style support to customers via phone, chat, and other real-time channels

  2. Guide customers through Aven’s products, processes, and next steps with clarity and confidence

  3. Accurately document customer interactions and outcomes in internal systems

  4. Identify recurring customer questions or friction points and share insights with product and operations teams

  5. Conduct outbound calls to new leads to introduce Aven

  6. Resolves or escalates complaints through appropriate channels

  7. Uphold high standards of professionalism, privacy, and attention to detail when handling sensitive information

We’re looking for someone with:

  1. Must Have: 2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing

  2. Strong verbal and written communication skills

  3. Ability to learn new products and processes quickly

  4. Self-motivated, able to multi-task with the ability to work well under pressure with minimal supervision in a fast paced environment

  5. Strong attention to detail and follow-through

  6. Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience

  7. Bonus: Multilingual skills

  8. Bonus: Experience in fintech, financial services, or regulated industries

Schedule: US Hours (Pacific Standard Time)

Compensation

Monthly Rate: Php90,000 - Php100,000

  • Internet allowance

  • HMO

  • Devices and equipment are provided

  • Permanent work from home

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