Loan Closing & Customer Coordination Specialist

Extend Your Team; United States; Remote; USD 9,600 - 11,000; Full time

Benefits offered by this job

HMO

PTO

Laptop provided

Job summary

Extend Your Team is seeking a detail-focused customer support specialist in the Philippines to coordinate with third-party vendors, assist customers through loan origination processes, and maintain accurate documentation.

You will respond to inquiries via ZenDesk and Amazon Connect, log issues, and track experiences across channels using CRM tools, while ensuring timely, accurate communication in English.

Qualifications

• Experience coordinating with Third-Party vendors.
• Extensive experience in front-facing customer service.
• Experience with closing for loan origination.
• Experience with document handling, title knowledge.
• Familiarity with loan documents, deeds, or similar documents.
• At least 2 years (and above) of experience under a US Loan or Mortgage account handling Loan Origination or Underwriting specific 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.

Responsibilities

• We are looking for someone who has experience coordinating with Third-Party vendors while also interacting with customers, answering questions and assisting in scheduling.
• Responding to customer queries in a timely & effective manner via ZenDesk, Amazon Connect 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

Skills

Vendor coordination

Front-facing customer service

Loan origination closing

Document handling

English proficiency

Communication skills

Time management

Education

Bachelor’s Degree or equivalent in financial services

Tools

ZenDesk

Amazon Connect

CRM systems

Google Drive

Email

Job description

Extend Your Team is seeking a detail-focused customer support specialist in the Philippines to coordinate with third-party vendors, assist customers through loan origination processes, and maintain accurate documentation.

You will respond to inquiries via ZenDesk and Amazon Connect, log issues, and track experiences across channels using CRM tools, while ensuring timely, accurate communication in English.