Team Leader (HELOC)

About The Client

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