Loan Support Officer

Summary

Join ConnectOS, a top-rated Philippines employer, and enjoy a competitive salary (P40,000-P50,000 monthly) and comprehensive benefits. This administrative role within the Australian lending market requires 1-2 years of experience (advantageous) and involves data entry, document management, lender communication, client service, settlement coordination, compliance support, task tracking, post-settlement assistance, and interest rate review support. You will utilize software like Infynity and Pipedrive. A graduate degree is required, and strong communication skills and attention to detail are preferred. Enjoy work-from-home flexibility, medical, dental, and life insurance, paid leave, and various other perks.

Requirements

Graduate of any degree

Responsibilities

• Assist with accurately entering client details into our aggregation software (Infynity) and completing required forms
• Help prepare and organise lenders' document checklists for brokers
• Ensure client documents are correctly labelled and organised
• Follow up with lenders regarding application statuses and timelines
• Keep brokers informed of updates and outstanding requirements
• Complete discharge forms for clients and provide necessary assistance
• Assist with managing settlement bookings and ensuring smooth communication
• Learn to complete compliance tasks using our internal tools (e.g., Infynity)
• Keep application statuses updated in our task management system (Pipedrive) and communicate effectively with the team
• Send confirmation letters and provide clients with payment details after settlement
• Support in applying for pricing adjustments for existing clients and communicating updates

Preferred Qualifications

• At least 1-2 years admin experience in the Australian lending market
• Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements
• Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance
• Experience using ApplyOnline, Quickly, Infynity or any other loan application software
• Strong Communication Skills
• Attention to detail
• Team player and positive attitude at work

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