Mortgage Customer Specialist

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Extend Your Team

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2020

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Extend Your Team is a staffing and managed-services firm that builds experienced virtual assistant and remote operations teams for high-growth companies. They use a proprietary vetting system to place full-time, autonomous professionals (executive assistants, customer support reps, bookkeepers, accountants) who integrate with client workflows to drive execution, reduce overhead, and scale operations quickly. Extend Your Team serves VC-backed startups, mid-market firms and enterprises across industries such as fintech, insurance, mortgage, and financial services, emphasizing measurable ROI and rapid, strategic hiring.

📋 Description

• 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 • Accurately document customer interactions and outcomes in internal systems • Identify recurring customer questions or friction points and share insights with product and operations teams • Conduct outbound calls to new leads to introduce Aven • Resolves or escalates complaints through appropriate channels • Uphold high standards of professionalism, privacy, and attention to detail when handling sensitive information

🎯 Requirements

• Must Have: 2+ years of experience in Sales, Customer Service, HELOC/Mortgage/real estate financing • Strong verbal and written communication skills • Ability to learn new products and processes quickly • Self-motivated, able to multi-task with the ability to work well under pressure with minimal supervision in a fast paced environment • Strong attention to detail and follow-through • Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience • Bonus: Multilingual skills • Bonus: Experience in fintech, financial services, or regulated industries

🏖️ Benefits

• Internet allowance • HMO • Devices and equipment are provided • Permanent work from home