Originations Backend (HOI Specialist)
Summary
Handles customer inquiries and application support for a fintech loan/mortgage product, resolving issues via Zendesk and tracking experiences in CRM systems.
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