Loan Processing Support Administrator

Summary

Join ConnectOS as a Loan Processing Support Administrator and play a key role in supporting the loan processing department. You will handle various administrative tasks to ensure smooth operations, including data input into multiple banking portals, invoicing, CRM management, calendar coordination, and client communication. This position requires 3+ years of administrative experience, proficiency in Microsoft Office Suite and CRM systems, and strong attention to detail. Enjoy a competitive salary, work-from-home flexibility, comprehensive medical and dental coverage, paid time off, and numerous other benefits. ConnectOS is a top-rated Philippines employer committed to a positive work-life balance and career growth opportunities.

Requirements

• 3 years + experience in an administrative role, ideally within the loan processing or financial services industry
• Proficient in Microsoft Office Suite and CRM systems (e.g., Salesforce, HubSpot)
• Strong attention to detail and accuracy in data entry and documentation
• Effective communication skills, both written and verbal, to engage with clients and internal teams
• Ability to work independently and collaboratively in a fast-paced environment

Responsibilities

• Input data into up to 50 different banking portals to ensure accuracy and timeliness of loan applications
• Handle invoicing tasks related to business and finance settlements, private sale invoices, invoice requests, and other related activities
• Download and organize documents from CRM systems for internal filing, ensuring proper documentation and record-keeping
• Schedule and coordinate calendar invites, manage appointments, and assist with scheduling related to loan processing and client meetings
• Regularly send email communications to clients, including promotional materials, updates, and general correspondence
• Use Google search to gather necessary information for loan processing, and leverage Chat GPT for high-level support tasks and research

Preferred Qualifications

• Previous experience in the banking, loan processing, or finance sector is preferred but not required
• Experience with Google search and basic knowledge of utilizing AI tools such as Chat GPT is a plus

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