Customer Service Loan Officer

Summary

Join ConnectOS, a top-rated Philippines employer, and contribute to their 20+ years of experience in strata finance. As a Finance Officer, you will play a crucial role in preparing loan documents, processing payments, and managing customer accounts. This position offers a competitive salary package, comprehensive benefits, and opportunities for career growth. ConnectOS is committed to providing a positive work environment and fostering a culture of work-life balance.

Requirements

• Minimum 3 years’ experience in a finance-related business, completing financial and other administrative tasks
• A background in finance, lending, or a related field
• Proficiency in MS Office
• Strong communication and collaboration skills, especially when working with loan of customers

Responsibilities

• Prepare customer loan documents for execution via DocuSign
• Prepare payment files for approval on the online banking platform utilised by the Company
• Prepare customer Welcome Letters
• Prepare and issue customer fee invoices
• Process customer loan variation requests
• Create new customers ensuring that loans are configured properly and document packs uploaded
• Process transactions that are required to be done manually (eg convert loans from Interest Only to Principal & Interest, loan variations etc)
• Update the customer profile as required
• Manage wholesale customer updates (eg interest rate increases requiring increased monthly repayment)
• Other duties as required to enable the Company to fulfil its objectives

Preferred Qualifications

• Prior experience with a business operating in Australia or other western countries is preferred, but not essential
• Proficiency in MS Office, particularly Excel, is essential

Benefits

• 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