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Account Services Specialist (AU Mortgage)

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor’s Degree in any relevant course, 3 years of experience in Administration and Client Services, Intermediate to advanced proficiency in reporting tools, Intermediate level of English communication skills, Experience in financial institutions is a plus.

Key responsabilities:

  • Manage communication for BrokerForce Mailbox
  • Handle monthly billing and invoicing for Brokers
  • Develop strong business relationships with Brokers
  • Facilitate onboarding and offboarding of Brokers
  • Provide administrative support to Accounts Services Leadership
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ConnectOS Large https://www.connectos.co/
1001 - 5000 Employees
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Job description

Salary: P40,000 to P45,000 (Monthly Package) 

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)  

What are we looking for? 

Skills Required:

  • Bachelor’s Degree in any relevant course  
  • Demonstrated experience in Administration and Client Services for at least 3 years of demonstrated experience in developing relationships  
  • Intermediate to advance level of proficiency in reporting and project tools/programs  
  • Intermediate level of English communication skills 

Nice to Have: 

  • Experience within a financial institution, especially mortgages  
  • Knowledge in business or systems analysis 

What will you do? 

  • Management of BrokerForce Mailbox and Communication Contents  
  • Manage Broker’s Monthly Billing and Invoice  
  • Establish, develop and maintain strong business and broker relationships  
  • Manage Broker Business pipelines  
  • Manage the Broker onboarding and offboarding  
  • Conduct broker profiling and maintains a database of potential brokers  
  • Other duties and responsibilities as assigned  
  • Provide administrative and operational support to Accounts Services Leadership as needed  
  • Assist in identifying and managing Brokers need and expectations  
  • Facilitate broker requests relating to staff rewards and incentives  
  • Working with our Operations team to mitigate broker concerns and facilitate training requests or upskilling opportunities for BSEs  
  • Working with our Operations team to convert brokers from the application stage to the onboarded stage  
  • Work with the Team Leader, National Brokerforce Manager and Operations Manager to ensure a best-in-class experience is provided to our brokers. 

Join the awesome team and enjoy these benefits & perks: 

  • Home-based
  • Medical, Dental Coverage and Life insurance from day 1 of employment 
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion) 
  • Competitive salary package and annual appraisal 
  • Financial Assistance Program 
  • Mandatory Government Benefits and 13th Month Pay 
  • Regular Company Events, Work Life Balance, and Career growth opportunities 

 

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

 

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

 

#ConnectOS #ConnectOSCareers #TeamConnectOS

 

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes

 

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
EnglishEnglish
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Building

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