Loan Support Officer

Summary

Join ConnectOS, a top-rated Philippines employer, and enjoy a competitive salary (P40,000-P50,000 monthly) in this admin role supporting the Australian lending market. You will assist with data entry, document management, lender communication, client service, settlement coordination, and compliance tasks using internal tools like Infynity and Pipedrive. The position requires at least 1-2 years of relevant experience and a graduate degree. Enjoy work-from-home flexibility, comprehensive medical and life insurance, paid leave, and various other benefits. Strong communication skills and attention to detail are preferred. ConnectOS is committed to equal employment opportunities.

Requirements

• At least 1-2 years admin experience in the Australian lending market is an advantage
• Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage
• Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance is highly regarded
• 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

• Experience using ApplyOnline, Quickly, Infynity or any other loan application software is preferred
• 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