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US Mortgage Support Specialist

Extend Your Team

Muntinlupa, PhilippinesRemoteFull-timeNo compensation foundPosted 6mo agoVerified open 5 days ago
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At a glance

Compensation
No compensation found
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 Support Specialist. The US Mortgage Support Specialist will provide white-glove customer experience, offering live, personalized guidance and expert support to customers navigating financial decisions. This role requires a thoughtful, service-oriented mindset and the ability to thrive in a fast-paced environment, ensuring customers feel informed, confident, and cared for at every step.

Key focus areas include Provide live, concierge-style support to customers via phone, chat, and other real-time channels, Guide customers through Aven’s products, processes, and next steps with clarity and confidence, and Accurately document customer interactions and outcomes in internal systems.

Successful candidates bring Bachelor's In Business Administration. Important skills include Thoughtful Mindset, Service-Oriented Mindset, Attention To Detail, Communication, Learn New Products Quickly, and Learn New Processes Quickly. Preferred (not required): Live Support, Concierge-Style Support, Product Guidance, and Process Guidance.

Skills & qualifications

RequiredNice to have

Skills

Thoughtful MindsetService-Oriented MindsetAttention to DetailCommunicationLearn New Products QuicklyLearn New Processes QuicklySelf-MotivatedMulti-TaskWork Under PressureMinimal SupervisionFollow-ThroughLive SupportConcierge-Style SupportProduct GuidanceProcess GuidanceCustomer Interaction DocumentationOutbound CallsComplaint ResolutionProfessionalismPrivacy AdherenceMultilingual Skills

Qualifications

2+ Years Sales Experience2+ Years Customer Service Experience2+ Years HELOC/Mortgage/Real Estate Financing ExperienceBachelor's in Business AdministrationBachelor's in AccountingBachelor's in FinanceEquivalent Education and ExperienceFintech ExperienceFinancial Services ExperienceRegulated Industries Experience

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)

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