Loan Closing & Customer Success Coordinator

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

Benefits offered by this job

HMO

HMO dependent/Internet

PTO

Laptop provided

Job summary

Extend Your Team is seeking a detail-oriented customer support professional to assist clients in a loan origination context. The role involves coordinating with third-party vendors, handling inquiries, and guiding applicants through the process.

You will log issues, track customer experiences across channels, and work within Zendesk and CRM tools. US Pacific hours apply; candidates must reside in the Philippines and be fluent in English.

Qualifications

• Experience coordinating with Third-Party vendors.
• Extensive front-facing customer service experience.
• Experience closing for loan origination.
• Document handling and title knowledge.
• Familiarity with loan documents, deeds or similar documents.
• 2+ years in US loan or mortgage origination/underwriting tasks.
• Customer-facing roles in loan or mortgage accounts.
• Strong written and verbal communication.
• Fluent English with clear diction.
• Excellent organizational and time management skills.
• Proficient with ZenDesk, Google Drive and Email.
• Bachelor’s degree or equivalent in financial services.
• Willingness to work US Pacific time (9 AM–6 PM).
• Residence in the Philippines.

Responsibilities

• Coordinate with third-party vendors and assist customers.
• Respond to queries via ZenDesk, Amazon Connect or similar tools.
• Document and log issues, compliments and complaints.
• Guide customers through the application flow when needed.
• Track experiences across channels using logs, dashboards, and CRM.

Skills

Vendor coordination

Front-facing customer service

Loan origination closing

Document handling

Loan documents familiarity

US loan/mortgage origination tasks

Customer-facing experience

Written communication

English fluency

Organization & time management

ZenDesk / Google Drive / Email

Education

Bachelor's degree or equivalent in financial services

Tools

ZenDesk

Google Drive

Email

Job description

Extend Your Team is seeking a detail-oriented customer support professional to assist clients in a loan origination context. The role involves coordinating with third-party vendors, handling inquiries, and guiding applicants through the process.

You will log issues, track customer experiences across channels, and work within Zendesk and CRM tools. US Pacific hours apply; candidates must reside in the Philippines and be fluent in English.