Offer summary

Qualifications:

At least 1-2 years of administrative experience in the Australian lending market is preferred., Knowledge of Australian lender policies and loan structures, especially Asset Finance and Mortgage Finance., Experience with loan application software like ApplyOnline, Quickly, or Infynity is advantageous., A graduate degree in any field is required, along with strong communication skills and attention to detail..

Key responsabilities:

Assist with data entry and accurately input client details into aggregation software.

Prepare and organize lenders' document checklists and ensure proper labeling of client documents.

Follow up with lenders on application statuses and keep brokers updated on requirements.

Support settlement coordination and post-settlement assistance, including sending confirmation letters to clients.

Job description

Salary: P40,000-P50,000 (Monthly Package)

Schedule: 06:00 AM - 03:00 PM Manila Time

What are we looking for?

Skills Required:

At least 1-2 years admin experience in the Australian lending market is an advantage
Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage.
Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance is highly regarded. Experience using ApplyOnline, Quickly, Infynity or any other loan application software is preferred
Graduate of any degree

Nice to have:

Strong Communication Skills

Attention to detail
Team player and positive attitude at work

What will you do?

1. Data Entry:

Assist with accurately entering client details into our aggregation software (Infynity) and completing required forms.

2. Document Management:

Help prepare and organise lenders' document checklists for brokers.
Ensure client documents are correctly labelled and organised.

3. Lender Communication:

Follow up with lenders regarding application statuses and timelines.
Keep brokers informed of updates and outstanding requirements.

4. Client Service Support:

Complete discharge forms for clients and provide necessary assistance.

5. Settlement Coordination:

Assist with managing settlement bookings and ensuring smooth communication.

6. Compliance Support:

Learn to complete compliance tasks using our internal tools (e.g., Infynity).

7. Task Tracking:

Keep application statuses updated in our task management system (Pipedrive) and communicate effectively with the team.

8. Post-Settlement Assistance:

Send confirmation letters and provide clients with payment details after settlement.

9. Interest Rate Reviews:

Support in applying for pricing adjustments for existing clients and communicating updates

Join the awesome team and enjoy these benefits & perks:

WFH
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's business is built around their client’s needs and wants.

They put the right specialists in front of their clients to provide quality expert advice and exceptional customer service. Their network extends beyond just providing mortgage broking services and wealth creation advice.

#ConnectOSRecruitment #ConnectOSCareers #JoinConnectOS

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.

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