Broker's Commission Processing Officer - (Australian Mortgage Broker)
Cebu City, Central Visayas, Philippines
Banking & Financial Services - Mortgages
Full-Time
Qualifications:
- 2 years in Customer Service experience in Broker Loan, Mortgage or Finance.
- Working with customer relationship management systems
- Accounts receivable exposure is preferred but not mandatory.
- Has a basic understanding of lending practices is desirable.
- Able investigate in the instance of historical payment within payment system upon inquiry from our Brokers & Referrers
- Ability to effectively communicate to customers (broker or referrer) via email and phone, identify their needs and respond in a professional manner that exceeds expectations.
- Has good understanding of Google workflows, Microsoft Office particularly in Excel.
- Organize and has an ability to multitask.
- Shows positivity and resiliency.
Responsibilities:
Data entry to operating platforms & payment system
- Daily upload & manipulation of commission payment files from Lenders
- Daily matching of Lender data to Broker data via the Broker customer relationship management system & operating platforms
- Weekly import to commission payment system of data
- Reconciliation of export from commission payment system
Commission cash reconciliation
- Daily entry & monitoring of Lender deposits
- Reconciliation of Lender deposits to commission files
- Correct allocation to account receivable journals.
Support of Broker & Referrer requirements
- Manage and respond to daily emails received through shared team mailboxes in relation to Broker and Referral inquiry whilst adhering to Loan Market service deliverables & company standards.
- Liaising with Lender partners in relation to their policies and customer payment inquiry
- Processing of adjustments upon Broker & Referrer inquiry
Knowledge of Panel Lender Schedule
- Moderate level of understanding of Lender payment policy
Benefits:
- Hybrid Work Set up.
- Benefits Package from Day One including HMO coverage
- Paid Time Off and Quarterly Sick-Leave Conversion
- Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
Why Join Us?
ConnectOS is certified as a Great Place to Work, is a top-rated Philippines employer of choice. A testament to our commitment to excellence and satisfaction of our employees.
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