
201 - 500 employees
Founded 2020
🏥 Healthcare
🛡️ Insurance
📣 Marketing
Healthcare • Insurance • Marketing
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.
🔥 0 minutes ago
Where this job comes from
Posted on Extend Your Team's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

201 - 500 employees
Founded 2020
🏥 Healthcare
🛡️ Insurance
📣 Marketing
Healthcare • Insurance • Marketing
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.
• Work the operations queue, including ACH returns and exceptions, manual reviews of transfers and bill payments, account closures, and account updates • Follow and update documented procedures and flag potential fraud to the fraud team • Investigate and resolve transaction and account issues involving ACH activity, debit cards, holds and posting, statements, and account access • Confirm facts in internal systems before acting or responding to customers • Assist with Reg E-related inquiries, including dispute intake, status updates, and customer communications, in coordination with Operations and Compliance • Manage cases end-to-end in Zendesk and Asana, accurately documenting actions and outcomes • Identify recurring issues and process gaps and help update procedures • Support customers by phone and email as needed, including escalated and time-sensitive financial concerns, with professionalism and effective de-escalation
• 5+ years of experience in operations or customer support for U.S. consumer banking or credit union products, including checking accounts, debit cards, credit cards, or mortgages • Experience working operational queues such as returns, exceptions, and manual reviews in a regulated financial services environment • Comfortable handling phone and email support when needed • Working knowledge of ACH deposits, withdrawals, and returns • Working knowledge of debit card transactions • Working knowledge of pending versus posted transactions • Working knowledge of basic holds and posting timelines • Working knowledge of monthly statements • Excellent verbal and written communication skills, with the ability to explain financial concepts clearly to customers • Investigative mindset and attention to detail; verifies facts in internal systems before acting or responding • Ownership and candor; asks questions early, flags uncertainty, and escalates instead of guessing • Experience using Zendesk, Amazon Connect, Asana, or similar customer support and case management tools • Ability to work U.S. Pacific Time, 8:00 AM–5:00 PM with a 1-hour break
• Internet allowance • HMO healthcare coverage • Devices and equipment are provided
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