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.
