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Loan Origination Customer Support
Extend Your Team. Respond to customer queries in a timely and effective manner via ZenDesk or other customer support tools .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer support within the loan and mortgage sector, with a strong focus on communication, problem-solving, and organizational skills. Proficient in utilizing customer communication tools and managing customer experiences effectively.
Highest-signal resume keywords
Loan Origination ExperienceUnderwriting ExperienceCustomer Support Tools ProficiencyBachelor's Degree in Financial ServicesFluency in English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan OriginationUnderwritingCustomer Experience TrackingFinancial Services AccuracyDocumentation and Logging
Soft Skills
Communication SkillsCollaboration SkillsProblem-Solving SkillsOrganizational SkillsTime Management
Tools & Technologies
ZenDeskCRM SystemsGoogle DriveEmail
Industry Keywords
Customer-Facing RolesMortgage Account HandlingUS Loan ExperienceDetail-OrientedCustomer Queries
About the role
Key responsibilities & impact- Respond to customer queries in a timely and effective manner via ZenDesk or other customer support tools
- Document and log issues, customer compliments, and complaints
- Help customers navigate the application flow when required
- Track customer experiences across online and offline channels using logs, dashboards, and CRM systems
Requirements
What you’ll need- 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 and time management abilities
- Experience using customer communication tools (ZenDesk), task management tools, Google Drive, and Email
- Detail-oriented, with strong accuracy in financial-services work
- Bachelor's Degree or comparable work experience in financial services
- Flexibility to work US Pacific time 9 AM to 6 AM, with a 1-hour break
- Must be presently residing in the Philippines