Offer summary

Qualifications:

3+ years of experience in an administrative role, preferably in loan processing or financial services., Proficient in Microsoft Office Suite and CRM systems like Salesforce or HubSpot., Strong attention to detail and accuracy in data entry and documentation., Effective written and verbal communication skills for client and team engagement..

Key responsabilities:

Input data into various banking portals to ensure accuracy and timeliness of loan applications.

Handle invoicing tasks related to business and finance settlements and manage invoice requests.

Download and organize documents from CRM systems for proper documentation and record-keeping.

Schedule and coordinate calendar invites and manage appointments related to loan processing and client meetings.

Job description

Salary: P40,000-P60,000 (Monthly Package)

Schedule: Monday-Friday (07:00 AM-04:00 PM PHT)

What are we looking for?

Skills Required:

3 years + experience in an administrative role, ideally within the loan processing or financial services industry.
Proficient in Microsoft Office Suite and CRM systems (e.g., Salesforce, HubSpot).
Strong attention to detail and accuracy in data entry and documentation.
Effective communication skills, both written and verbal, to engage with clients and internal teams.
Ability to work independently and collaboratively in a fast-paced environment.
Experience with Google search and basic knowledge of utilizing AI tools such as Chat GPT is a plus.
Appointment Setting

Nice to Have:

Previous experience in the banking, loan processing, or finance sector is preferred but not required

What will you do?

We are currently seeking a Loan Processing Support Administrator to join our team. This individual will play a key role in supporting the loan processing department by handling a range of administrative tasks to ensure smooth and efficient operations.

Data Input: Input data into up to 50 different banking portals to ensure accuracy and timeliness of loan applications.
Invoicing: Handle invoicing tasks related to business and finance settlements, private sale invoices, invoice requests, and other related activities.
CRM Management: Download and organize documents from CRM systems for internal filing, ensuring proper documentation and record-keeping.
Calendar Coordination: Schedule and coordinate calendar invites, manage appointments, and assist with scheduling related to loan processing and client meetings.
Client Communication: Regularly send email communications to clients, including promotional materials, updates, and general correspondence.
Research & Technology Assistance: Use Google search to gather necessary information for loan processing, and leverage Chat GPT for high-level support tasks and research.

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 provides specialized finance solutions for vehicles and equipment, emphasizing client education and relationship-building. Collaborating with accountants and financial planners, they offer tailored services for cars, motorcycles, boats, trucks, caravans, and personal loans, backed by over 10 years of experience.

#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech

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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