Job Details

Operations Specialist (Mortgage HELOC Refi)

  2025-08-08     Extend Your Team     Burlingame,CA  
Description:

Operations Specialist (Mortgage HELOC Refi)

Our mission is to reduce the cost of capital across the world.

About the Company:

We have invented a new credit card powered by an advanced asset-securing platform that enables us to offer much lower APRs to consumers. Our team is a combination of deep technology (Microsoft, Google, Facebook), and finance (Nubank, Goldman Sachs, Square, Carta, SoFi) executives. Our Seed round was led by Max Levchin, and our Series A by Founders Fund - with participation in both rounds by Sequoia, NYCA, and others.

Our work involves building the world's first completely autonomous asset-securing process, world-class risk models for underwriting, and an incredibly smooth & efficient product experience for consumers to apply, activate, and manage their credit cards.

We're looking for detail-oriented, driven, and intuitive operations specialists who want to work with intelligent, motivated , intense, and interesting people to support the company in its goal to offer cutting-edge products and excellent customer service to its clients.

Cultural Values:

1. Depth and rigor of thought - We try to be rigorous in our thinking & dive into the details.

2. Minimalist - We are spartan in our design, in our code, and even in our processes.

3. Speed of execution - We move fast & value decisiveness. We think speed drives quality.

Responsibilities

● Reviewing security documents for completeness and recording requirements

● Filing security documents with the relevant County/State Jurisdictions

● Maintain detailed records of all filings and correspondence.

● Verifying documentation, including those provided by clients, ensuring it is complete and accurate to finalize the line filing process

● Communicate with external parties, such as county recorders, vendors to ensure proper filing.

● Assist in resolving any discrepancies or issues related to lien filing.

● Assisting other departments with document requests and record-keeping

● Stay up-to-date with changes in processes and best practices related to lien and HELOC documentations.

Requirements

● Experience in financial services or related industries (mortgage experience preferred)

● At least 2 years (and above) experience in handling US Loan or Mortgage tasks

● Familiarity and experience in handling US HELOC Refinancing

● Strong attention to detail and organization skills

● Knowledge regarding liens and closing documents is a plus

● Excellent communication, interpersonal and problem-solving skills

● Proficiency, speed, and accuracy in written communication

● Fluency, clarity, and good diction in English

Ability to handle confidential information with integrity

● Experience using customer communication and task management programs, Google Drive, and Email

● Bachelor's Degree or comparable work experience in financial services

● Flexibility to work US Pacific time 10 AM to 7 PM (with a 1-hour break time in between) Location: HQ - Burlingame, CA (San Francisco Bay Area). Remote work - Rest of US, Philippines

#J-18808-Ljbffr


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search