Salary: P35,000 to P40,000 (Monthly Package)

Schedule: Monday – Friday (8:00 AM - 5:00 PM AEST)

What are we looking for?

Skills Required:

• A minimum of 2 years of experience in a customer-facing role, preferably in customer support, service, or help desk, and ideally within the financial industry.
• Prior experience in lending, particularly in a consumer-facing or phone-based capacity, with a preference for Australian mortgage lending.
• An exceptional communicator with outstanding customer service skills, strong interpersonal abilities, and excellent organizational skills. Proactive and solution-oriented mindset.

What will you do?

Inbound / Outbound Calls

• Ensures timely response to inbound calls.
• Efficiently resolves inquiries by addressing the root cause to meet customer needs.
• Initiates outbound calls as needed to address customer concerns.
• Adopts a "First Time Right" approach to resolve inquiries promptly whenever feasible.

Help Desk Ticket Management

• Supervise and oversee email and live chat communications.
• Handle a queue of support tickets with conflicting priorities.
• Investigate, address, or prioritize tickets using outbound calls, emails, or chats.
• Elevate tickets to the appropriate internal team or third-party partner with all relevant details when necessary.
• Keep customers informed about ongoing issues in a consistent and timely manner following SLAs.

Join the awesome team and enjoy these benefits & perks:

• Hybrid (1x day/ month, Office-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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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 #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.

Salary: P35,000 to P40,000 (Monthly Package)

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

What are we looking for?

Skills Required:

• Minimum 3-4 years relevant work experience with a financial brokering firm
• Mortgage Settlement experience
• Experience in PLAN Australia CRM (Podium/ApplyOnline)

Nice to Have:

• A high level of attention to detail and accuracy is vital
• Great customer service skills
• Cert IV & or Diploma in finance/mortgage brokering

What will you do?

• Liaison and develop collaborative relationships with external organizations and service providers such as lenders, conveyancers, referrers, and other relevant stakeholders.
• Ensure that the unconditional approval aligns with the client's file.
• Ensure that loan documents are delivered in a timely manner and follow up on their receipt. Once loan documents are received, check and prepare them for signing.
• Schedule client appointments for sign up and facilitate sign up appointments with clients and brokers.
• Inspect all documents after they have been signed and promptly return them to the lender.
• Ensure that all parties involved are provided with clear instructions on settlement procedures, which include handling any potential shortfalls, surpluses, or internet banking requirements. Timely notification and congratulations should be extended to the client, as well as the referrer, on the day of settlement.
  

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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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.

To learn more about our awesome opportunities, visit connectos.co/careers

#ConnectOS #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.

Salary: P35,000 to P40,000 (Monthly Package)

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

What are we looking for?

Skills Required:

• Minimum 2 years of experience working in Australian Mortgage Broking.
• Experience in using LoanMarket CRM (MyCRM/ApplyOnline/LoanApp/Simpology)

Nice to Have:

• A high level of attention to detail and accuracy is vital
• Great customer service skills

What will you do?

• Be the first point of contact for client inquiries, reviews, and loan maintenance.
• Provide prompt and committed support to Brokers as required and direct new loan prospects to brokers.
• Continuously update your knowledge of accredited lenders' products & policies through regular training.
• Actively share your expertise and foster learning through engaging training for new and existing staff. Be ready to provide insightful and positive training when needed.
• Promptly responding to client enquiries, addressing clients' reviews, and ensuring efficient loan maintenance.
• Providing general reception duties such as answering phones and managing the inbox, as well as offering other general operational support.
• Responsibilities include managing progress draws, updating interest rates, handling social media, general marketing, and organizing client gifts.

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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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.

To learn more about our awesome opportunities, visit connectos.co/careers

#ConnectOS #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.

About the job

To be part of the finance organisation in IKEA Philippines supporting Service Office by that support the growth of IKEA businesses by ensuring accurate and timely work practices on:

• Processing and payment of invoices from local and foreign vendors and reimbursements to co-workers.
• Tax recording and remittances on local and foreign payments.

Your assignment

• Verify invoices and billings to ensure correctness and completeness of supporting documents (e.g. billing/sales invoice, receipt, purchase order) prior to payment processing.
• Prepare and ensure timely payments to local and foreign vendors including co-worker's claims.
• Liaise with vendors on payment related enquires.
• Liaise with banks for any issues related to payment.
• Prepare and ensure accurate and timely preparation and payment of monthly/quarterly tax returns and reconcile with the book.
• Reconcile payments and perform monthly bank reconciliations.
• Generate vendor aging report and follow up long outstanding invoices.
• Reconciliation of monthly GL accounts and vendor balances.
• Assist Assistant Finance Manager/Finance Manager in the preparation of monthly reports and audit schedules.
• Support and provide training to Store Accounting Assistant in handling Store payables functions.
• Other ad hoc task as assigned and support general accounting/accounts payable functions.

Salary: P35,000 to P40,000 (Monthly Package)

Schedule: Monday – Friday (11:00 AM - 8:00 PM NZT)

What are we looking for?

Skills Required:

• Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering (New Zealand Equivalent)

What will you do?

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find
• Share the Game Plan with customers for review and e-signature
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
• Facilitate application validation and final checks in Apply Online

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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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 #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.

Salary: P35,000 to P40,000 (Monthly Package)

Schedule: Monday – Friday (11:00 AM - 8:00 PM NZT)

What are we looking for?

Skills Required:

• Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking.
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering (New Zealand Equivalent)

What will you do?

• Handle, analyse and prepare client loan applications.
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find
• Review client documents and fact-find sessions and manage data entry and credit report requests.
• Initiate new loan applications after lead generation or Online Fact Find
• Share the Game Plan with customers for review and e-signature
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
• Facilitate application validation and final checks in Apply Online

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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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 #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.

Hi! We’re Smartsourcing, looking for Finance Customer Support who can work with us full-time and on-site!

Earn up to 26K!

Where?

Be a part of the Smartsourcing crew

The Risk Operations Analyst I is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

• Activation and maintenance of locally approved credit obligors in the credit system
• Preparation of credit approvals (CA) document in the credit system based on the data provided by the RM and Risk for Annual Review, Interim, Extension and Initial following the established procedures, policies and checkpoints;
• Input and maintenance of approved credit facilities in the credit system (e.g. facility creation, allocations/re-allocations, facility amendment, cancellation, classification, special handling instructions, and updates using “As Of” functionality);
• Ensure that the credit approvals are obtained and in compliance to the credit policy.
• Review and rectification of data exceptions.; month-end adjustments on credit facilities via "as of" functionality. Monitoring, completion/filing of fully approved workflows;
• Monthly reporting of Expiring CAs and Expired CAs;
• Checking of approval for Classified Credit Review if in compliance to the credit policy.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Organizational and time management (prioritization of tasks, multi-tasking, etc.); Attention to detail/Quality orientation; Customer focus; Ability to work under pressure; Excellent communication skills, interpersonal skills/teamwork; Business writing skills; Flexibility and adaptability to change; Analytical thinking; Basic computer software skills such as Microsoft Outlook, Word and Excel

Education:

• Bachelor’s/University degree or equivalent experience

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Hi! We’re Smartsourcing, looking for a Finance Associate who can work with us full-time and on-site!

Earn up to P26,000!

Where?