Match score not available

Agreements Administrator (AU Mortgage & Finance Broking, WFH)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Experience in document management and electronic signing systems is highly regarded., Strong customer service focus with excellent interpersonal skills., High attention to detail and a positive 'can do' attitude., Strong written and verbal communication skills..

Key responsabilities:

  • Accurately prepare Broker related documentation including agreements and appointment letters.
  • Manage and facilitate the Sale of Trail process and support broker entity changes.
  • Maintain data integrity within customer relationship management systems and respond to team emails.
  • Collaborate with teams to improve the agreements process and ensure compliance for brokers.

ConnectOS logo
ConnectOS Large https://www.connectos.co/
1001 - 5000 Employees
See all jobs

Job description

Salary: P25,000-38,000 (Monthly Package)

Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)

What are we looking for?

Skills Required:

  • Experience in document management and electronic signing systems highly regarded
  • Strong customer service focus - dealing with both internal and external customers
  • Strong interpersonal skills, ability to communicate well at all levels of the organisation

Nice to Have:

  • Positive “can do” attitude and a willingness to contribute to ensure the team’s success
  • High attention to detail
  • Integrity and dependability with a strong sense of urgency and results-orientation
  • High level of written and verbal communication

What will you do?

  • Accurately prepare Broker related documentation including but not limited to, new Broker Agreements, Deeds of Variation, Deeds of Termination & Release, Loan Writer Appointment letters.
  • Manage and facilitate the Sale of Trail process
  • Facilitate and prepare required documentation for Brokers changing their entities and transferring within the network.
  • Support the state teams and the broker network to maintain the Referral register.
  • Manage and respond to daily emails received through shared team mailboxes
  • Work with the Risk and Compliance Team to ensure compliance of all brokers for the purpose of being able to receive their commission, by ensuring personal indemnity insurance, ABN / GST and ACNs are maintained and current
  • Maintain the data integrity of agreements related information within our customer relationship management system
  • Manage the data maintenance in our customer relationship management, payment and accounting systems
  • Work with the Onboarding Team to ensure fast and efficient broker onboarding
  • Support the National Commissions Manager with agreement specifics and historic setups
  • Collaborate with the Onboarding and Agreements Manager to continually look for ways to improve and develop the agreements process to ensure we are following the best practice, and to drive these changes within the business

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 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.

#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.

 

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Social Skills
  • Customer Service
  • Non-Verbal Communication
  • Personal Integrity
  • Detail Oriented
  • Reliability
  • Communication

Related jobs