Team Lead (Contingency)

Perform all core contingency tasks handled by Contingency or HELOC L1 specialists, including document review, verification, and filing.

Review security and loan-related documents for completeness, accuracy, and compliance with requirements.

Verify client-provided documents during the account creation process.

Assist in the preparation and filing of account closing documents.

File security documents with appropriate governmental entities.

Support other departments with document requests and record-keeping.

Supervise and manage Contingency L1 team members to ensure productivity and quality standards are met.

Provide guidance, coaching, and daily support to L1s on complex or unclear cases.

Act as the primary escalation point for issues, exceptions, and process-related concerns.

Review L1 outputs and provide feedback to ensure compliance and accuracy.

Assist in onboarding and training new Contingency L1 team members.

Strong Leadership history and experience. One who can drive efficiency and excellent output within his team. One who thrives in a fast-paced environment, able to manage shifting priorities and deadlines. One who proactively identifies and implements changes to improve workflows.

At least 5 years (and above) experience in handling US Loan or Mortgage tasks

Must Have: Knowledge and experience regarding the following:

Exceptional communication, collaboration, and problem-solving skills

Proficiency, speed, and accuracy in written communication

Fluency, clarity, and good diction in English

Great organizational skills & time management abilities

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 9 AM to 7 PM (with a 1-hour break time in between)

Must be based in the Philippines

Perform all core contingency tasks handled by Contingency or HELOC L1 specialists, including document review, verification, and filing.

Review security and loan-related documents for completeness, accuracy, and compliance with requirements.

Verify client-provided documents during the account creation process.

Assist in the preparation and filing of account closing documents.

File security documents with appropriate governmental entities.

Support other departments with document requests and record-keeping.

Supervise and manage Contingency L1 team members to ensure productivity and quality standards are met.

Provide guidance, coaching, and daily support to L1s on complex or unclear cases.

Act as the primary escalation point for issues, exceptions, and process-related concerns.

Review L1 outputs and provide feedback to ensure compliance and accuracy.

Assist in onboarding and training new Contingency L1 team members.

Strong Leadership history and experience. One who can drive efficiency and excellent output within his team. One who thrives in a fast-paced environment, able to manage shifting priorities and deadlines. One who proactively identifies and implements changes to improve workflows.

At least 5 years (and above) experience in handling US Loan or Mortgage tasks

Must Have: Knowledge and experience regarding the following:

Exceptional communication, collaboration, and problem-solving skills

Proficiency, speed, and accuracy in written communication

Fluency, clarity, and good diction in English

Great organizational skills & time management abilities

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 9 AM to 7 PM (with a 1-hour break time in between)

Must be based in the Philippines