Team Leader – HELOC

🔥 5 minutes ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟠 Senior

✨ Team Leader

👻 Ghost score 25%

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Logo of Extend Your Team

Extend Your Team

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.

📋 Description

• Review security documents for completeness and record requirements • File security documents with appropriate governmental entities • Verify client-provided documents during the account creation process • Assist in preparing and filing account closing documents • Assist other departments with document requests and record-keeping • Coach or manage a team in a document processing, mortgage, title, or loan operations environment • Own SLAs, quality metrics, and escalation paths for the team • Work directly with Legal, Compliance, title companies, and county recorders • Plan coverage across time zones

🎯 Requirements

• At least 5+ years of experience handling US Loan or Mortgage tasks • 2+ years in a lead, supervisor, or team management capacity • Deep, hands-on expertise in Liens, Deed of Trust, Vesting, and HELOC Refi processing • Demonstrated experience coaching or managing a team in a document processing, mortgage, title, or loan operations environment • Comfort owning SLAs, quality metrics, and escalation paths for a team • Strong stakeholder management skills, including working with Legal, Compliance, title companies, and county recorders • Superb communication, collaboration, and problem-solving skills • Excellent written English • Experience using customer communication and task management programs, Google Drive, and Email • Bachelor's Degree or comparable work experience in financial services • Flexibility to work US Pacific time 9 AM to 7 PM with a 1-hour break • Amenable to working in the US timezone • Comfortable working with a Time Tracking Application

🏖️ Benefits

• Remote work arrangement • Flexible coverage planning across time zones • Opportunity to work with a well-capitalized team and top-tier investors • Exposure to Automation or building AI bots (listed as a plus)

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