Team Lead (US Mortgage Back-end)

Added
23 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm asana kyc google workspace zendesk

๐Ÿ“‹ Description

  • Responding to customer queries in a timely & effective manner via ZenDesk or other customer
  • 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
  • Leading, mentoring, and managing a team of support specialists to drive operational efficiency and
  • Owning team metrics, SLAs, and KPIs, analyzing performance data to identify trends and optimize

๐ŸŽฏ Requirements

  • 2+ years of direct experience within a US-based consumer lending or mortgage operations ecosystem
  • Proven expertise in evaluating multi-layered asset and income profiles (e.g., W-2, paystubs
  • Strong practical knowledge of BSA/AML guidelines, CIP/KYC Standards, and OFAC regulatory checks
  • Solid operational understanding of the Flood Disaster Protection Act (FDPA), including the ability
  • Experience in customer-facing roles within financial accounts, demonstrating the ability to assist
  • Proficient in navigating digital workspace ecosystems, including customer communication hubs
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