Team Leader (HELOC)

Extend Your Team; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

Extend Your Team is seeking an experienced Mortgage Operations Lead to review and file security documents and support account creation. You will manage SLAs, coach a team, and ensure consistent, compliant documentation across mortgage workflows.

You will collaborate with Legal and Compliance, coordinate with title companies and external parties, and drive process improvements while maintaining accuracy and timely reporting in a fast-paced environment.

Qualifications

• 5+ years of experience handling US Loan or Mortgage tasks, with 2+ years in a lead role
• Deep hands-on expertise in Liens, Deed of Trust, Vesting, and HELOC Refi processing
• Experience coaching or managing a team in document processing, mortgage, title, or loan operations
• Comfort owning SLAs, quality metrics, and escalation paths for a team
• Strong stakeholder management with Legal, Compliance, and external parties
• Excellent written English and clear communication
• Experience using customer communication and task management tools, Google Drive and Email
• Bachelor’s Degree or comparable work experience in financial services
• Exposure to Automation or building AI bots is a plus
• Ability to work US Pacific time 9 AM–7 PM

Responsibilities

• Reviewing security documents for completeness and recording requirements
• Filing security documents with appropriate governmental entities
• Verifying client-provided documents during account creation
• Assisting in the preparation and filing of account closing documents
• Assisting other departments with document requests and record-keeping

Skills

Team leadership

US loan/mortgage knowledge

SLA ownership

Stakeholder mgmt

Excellent written English

Docs processing

Automation awareness

Time zone flexibility

Education

Bachelor’s Degree or comparable experience in financial services

Tools

Google Drive

Email

Job description

We are reinventing consumer credit. We wildly reduce the cost of capital by using technology to easily tap into people’s assets. Our first product is the world’s cheapest credit card – backed by home equity. Using many patented technologies, we sped up a process that usually takes 4-6 weeks and thousands of dollars down to as fast as 15 minutes and $0 to get.

Who are we?

We are a well-capitalized (over $250MM in equity funding) team of technology (Square, Microsoft, Facebook) and finance (Discover, CapitalOne, Goldman Sachs) executives with top-tier investors – Founders Fund, Khosla Ventures, Max Levchin, NYCA, Sequoia, SciFi VC, Caffeinated Capital, etc.

Our team includes people who have built:

• Financial products (Square/CashApp, the earliest CapitalOne credit cards)
• Consumer products (Internet.org, Xbox)
• Technology infrastructure (Visual Studio, Windows & Azure, helped design the C++ & C# languages)
• Mathematics & science infrastructure (computational research at NASA’s JPL)

We are missionaries who like to work hard on important problems - and build products that become infrastructure for society. We believe that using technology to lower the cost of capital for consumers is one of these problems - and if we can do it, it could have an infinite impact on people’s lives.

Responsibilities:

• Reviewing security documents for completeness and recording requirements
• Filing security documents with appropriate governmental entities
• The verifying client provided documents during the account creation process
• Assisting in the preparation and filing of account closing documents
• Assisting other departments with document requests and record-keeping

Qualifications:

• At least 5+ years of experience handling US Loan or Mortgage tasks, with 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 – able to work directly with Legal, Compliance, and external parties (title companies, 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
• Exposure to Automation or building AI bots is a plus
• Flexibility to work US Pacific time 9 AM to 7 PM (with a 1-hour break), including coverage planning across time zones