Client Success, Mortgage Specialist

Pylon; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Pylon is seeking an entrepreneurial Client Success Specialist to manage customer relationships and ensure efficient loan originations. This role offers an opportunity to enhance systems with a focus on compliance and customer satisfaction, making a significant impact in a fast-paced mortgage environment.

Benefits

Meaningful early-stage equity

Top-tier medical, vision & dental

401(k) savings plan

Flexible Time Off

Hardware Allowance

Fully paid team off-sites

At-cost Mortgages assistance

Qualifications

• 2-5 years of experience in the mortgage industry.
• Understanding of mortgage processes and regulations.
• Strong empathy, patience, and customer-first attitude.

Responsibilities

• Respond to customer inquiries related to mortgage loans and applications.
• Provide step-by-step assistance during the mortgage application process.
• Maintain detailed records of customer interactions and transactions.

Skills

Communication Skills

Problem-Solving

Attention to Detail

Multitasking

Job description

About Pylon

The $13 trillion mortgage industry at the core of the American economy runs on broken assembly lines with human-powered workflows, stitched-together software, and a series of capital markets intermediates. The costs to originate are at an all time high despite foundational shifts in technology.

Pylon is rewiring mortgages from the ground up. We are building the only API-first, programmatic infrastructure that fully automates credit, compliance, capital, and operations. For the first time, originators can build and scale mortgage businesses entirely through software, not people. Our team comes from Stripe, Better, and Affirm, and we are backed by Conversion Capital, QED, Citi, Fifth Wall, Peter Thiel, and the founders of Ramp, Mercury, Blend, and others

About The Role

We’re seeking an entrepreneurial Client Success Specialist. This role involves hands-on management of our originating customers as well as cross collaboration with internal partners to ensure efficient, compliant loan originations. This will be achieved whilst enhancing systems and workflows for high-quality, scalable operations. You will help shape our platform's future by maintaining and nurturing excellent relationships with our customers

We are not a traditional mortgage lender. If you're ready to take on a challenging yet highly rewarding role, and are excited about building flexible automated systems with rigorous oversight that can scale, this opportunity is for you.

Key Responsibilities:

• Customer Assistance: Respond to inbound customer inquiries via phone, email, and chat, addressing questions related to mortgage loans, applications, payments, refinancing, and more.

• Problem Solving: Diagnose and resolve customer issues, providing clear, accurate information, and escalate more complex issues when necessary.

• Documentation: Maintain detailed records of customer interactions and transactions, ensuring all inquiries are documented and follow-up actions are completed.

• Loan Process Guidance: Provide step-by-step assistance to customers throughout the mortgage application and approval process, including document submission and loan status updates.

• Cross-Team Collaboration: Work closely with underwriting, processing, and external loan officers to resolve customer queries and ensure timely updates.

• Compliance Adherence: Stay up-to-date with mortgage industry regulations and company policies to ensure compliance in all customer interactions.

• Proactive Outreach: Identify opportunities to enhance customer satisfaction through proactive communication, including follow-up on pending loan statuses and other inquiries.

• Feedback Collection and Testing: Gather customer feedback and provide insights to the management team to improve processes, customer experience, and service offerings.

Qualifications:

• Experience: 2-5 years of experience as a Loan Officer, Loan Processor or customer support, preferably in the mortgage industry.

• Mortgage Knowledge: Understanding of mortgage processes, terminology, and regulations (e.g. underwriting guidelines, TRID timelines, third party services, etc.).

• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts clearly and concisely. Strong empathy, patience, and a customer-first attitude to build rapport and trust with clients.

• Problem-Solving: Strong analytical and problem-solving skills, with the ability to think quickly and handle challenges in a calm, professional manner.

• Attention to Detail: High level of accuracy and attention to detail in handling customer inquiries and documentation.

• Multitasking: Ability to handle multiple customer inquiries simultaneously and prioritize effectively in a fast-paced environment.

Benefits

• Ownership: Meaningful early-stage equity in Pylon.

• Healthcare: Top-tier medical, vision & dental with support for dependents.

• 401(k): Ability to save for your future.

• Flexible Time Off: Be on when you’re on and off when you’re off.

• Hardware Allowance: $2,000 to fix up your workspace.

• Annual Off-sites: Fully paid for team off-sites in beautiful corners of the world.

• At-cost Mortgages: We’ll help you finance your next home when you’re ready