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Account Services Specialist (AU Mortgage, WFH)

Salary undisclosed

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Description

Salary: P40,000 to P45,000 (Monthly Package)

Schedule: Monday – Friday (6:00 AM - 3:00 PM PH Time)

Job Summary

The purpose of the Accounts Services Specialist role is to provide operational and administrative support to LMG’s brokers as it relates to any processes of Offshore Staffing. By joining the Accounts Services Team, your responsibilities will be to build and maintain the relationship with our clients, onboarding, interviewing, account management and offboarding processes.

What are we looking for?

Skills Required

  • Bachelor’s Degree in any relevant course
  • 2+ years of experience working in the Australian Mortgage Industry (Loan Processing)
  • Administration and Client Services for at least 3 years of demonstrated experience in developing relationships
  • Advanced level of proficiency in reporting and project tools/programs
  • Advanced level of English communication skills

Nice To Have

  • Knowledge in business or systems analysis
  • HubSpot knowledge
  • Google Workspace
  • Calander & Email management

What will you do?

  • Manage Broker Business pipelines, develop and maintain strong business and broker relationships.
  • Management of Mailbox and Communication Contents.
  • Responsible in drafting and sending Outsourcing Agreements to our clients and making sure they are signed correctly.
  • Manage Broker onboarding and offboarding.
  • Conducts broker profiling and maintains a database of potential brokers.
  • Responsible for profiling new trainees and coordinating interviews with brokers.
  • Working with our Operations team to convert brokers from the application stage to the onboarded stage.
  • Assist in identifying and managing Brokers' needs and expectations.
  • Manage Broker’s Monthly Billing and Invoice.
  • Working with our Operations team to mitigate broker concerns and facilitate training requests or upskilling opportunities for BSE's.
  • Work with the Business Development Manager, Operations Team Leaders, National Outsourcing Manager and Operations Manager to ensure a best-in-class experience is provided to our brokers.
  • Other duties and responsibilities as assigned by the Business Development Manager, National Outsourcing Manager and Operations Team.

Join the awesome team and enjoy these benefits & perks:

  • Work Set up : 2 weeks training on-site then transition to Hybrid (3 to 4x on-site in month)
  • Competitive salary package and annual performance review.
  • Bi-Annual Vacation Leave credit/ allotment.
  • Convertible to cash of unused sick leave.
  • On-Top Leave Credits (Birthday, Emergency and Bereavement Leave).
  • HMO Coverage (Medical, Dental and Group Life insurance).
  • Mandatory Government Benefits and 13th Month Pay.
  • Financial Assistance program through one of the leading FinTech Company in Philippines.
  • We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself.
  • Regular Company Events, Work Life Balance.
  • Complimentary Sleeping Quarters, Coffee at no cost.
  • Complimentary Office Fitness and Wellness Facilities at no cost.
  • 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.

#ConnectOSRecruitment

#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

Description

Salary: P40,000 to P45,000 (Monthly Package)

Schedule: Monday – Friday (6:00 AM - 3:00 PM PH Time)

Job Summary

The purpose of the Accounts Services Specialist role is to provide operational and administrative support to LMG’s brokers as it relates to any processes of Offshore Staffing. By joining the Accounts Services Team, your responsibilities will be to build and maintain the relationship with our clients, onboarding, interviewing, account management and offboarding processes.

What are we looking for?

Skills Required

  • Bachelor’s Degree in any relevant course
  • 2+ years of experience working in the Australian Mortgage Industry (Loan Processing)
  • Administration and Client Services for at least 3 years of demonstrated experience in developing relationships
  • Advanced level of proficiency in reporting and project tools/programs
  • Advanced level of English communication skills

Nice To Have

  • Knowledge in business or systems analysis
  • HubSpot knowledge
  • Google Workspace
  • Calander & Email management

What will you do?

  • Manage Broker Business pipelines, develop and maintain strong business and broker relationships.
  • Management of Mailbox and Communication Contents.
  • Responsible in drafting and sending Outsourcing Agreements to our clients and making sure they are signed correctly.
  • Manage Broker onboarding and offboarding.
  • Conducts broker profiling and maintains a database of potential brokers.
  • Responsible for profiling new trainees and coordinating interviews with brokers.
  • Working with our Operations team to convert brokers from the application stage to the onboarded stage.
  • Assist in identifying and managing Brokers' needs and expectations.
  • Manage Broker’s Monthly Billing and Invoice.
  • Working with our Operations team to mitigate broker concerns and facilitate training requests or upskilling opportunities for BSE's.
  • Work with the Business Development Manager, Operations Team Leaders, National Outsourcing Manager and Operations Manager to ensure a best-in-class experience is provided to our brokers.
  • Other duties and responsibilities as assigned by the Business Development Manager, National Outsourcing Manager and Operations Team.

Join the awesome team and enjoy these benefits & perks:

  • Work Set up : 2 weeks training on-site then transition to Hybrid (3 to 4x on-site in month)
  • Competitive salary package and annual performance review.
  • Bi-Annual Vacation Leave credit/ allotment.
  • Convertible to cash of unused sick leave.
  • On-Top Leave Credits (Birthday, Emergency and Bereavement Leave).
  • HMO Coverage (Medical, Dental and Group Life insurance).
  • Mandatory Government Benefits and 13th Month Pay.
  • Financial Assistance program through one of the leading FinTech Company in Philippines.
  • We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself.
  • Regular Company Events, Work Life Balance.
  • Complimentary Sleeping Quarters, Coffee at no cost.
  • Complimentary Office Fitness and Wellness Facilities at no cost.
  • 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.

#ConnectOSRecruitment

#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