Business Development Accreditation Specialist

6 days ago


Mandaluyong City, National Capital Region, Philippines ConnectOS Full time
About the Role

We are seeking a highly skilled Business Development Accreditation Specialist to join our team at ConnectOS. As a key member of our organization, you will be responsible for facilitating the completion of reference checking from previous aggregators, reviewing supporting documents required for broker organizations and individual loan writers, maintaining the data integrity of accreditation-related information with our customer relationship management system, and collaborating with the Onboarding team to continually improve and develop the accreditation process.

Key Responsibilities
  • Facilitate the completion of reference checking from previous aggregators.
  • Review supporting documents required for broker organizations and individual loan writers.
  • Maintain the data integrity of accreditation-related information with our customer relationship management system.
  • Support and assist the onboarding team to ensure fast and efficient broker onboarding.
  • Collaborate with the Onboarding team to continually improve and develop the accreditation process, ensuring best practices and driving changes within the business.
Requirements

To be successful in this role, you will need to have:

  • A Bachelor's degree in finance, Business Administration, or a related field.
  • Experience in loan processing or accreditations, preferably in an Aggregator or bank or financial lending institution.
  • A strong understanding of compliance regulations and lending guidelines.
  • Proficient in using financial software and Microsoft Office Suite.
  • Effective communication and interpersonal skills, with the ability to collaborate with diverse teams.
  • The ability to work autonomously and manage multiple tasks in a fast-paced environment.
  • Knowledge of customer service principles and best practices.
Benefits

We offer a competitive salary package and annual appraisal, hybrid work model, medical, dental coverage and life insurance from day 1 of employment, paid vacation and sick leave (with quarterly sick leave conversion), financial assistance program, mandatory government benefits and 13th month pay, complimentary sleeping quarters and coffee at no cost, complimentary office fitness and wellness facilities at no cost, regular company events, work-life balance, and career growth opportunities.

About Us

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client is a leader in the Australian and New Zealand finance industry, acting as a trusted partner to brokers. They provide exceptional support, innovative solutions, and a seamless experience, aiming to set new standards for excellence and customer satisfaction.

Equal Employment Statement

We are committed to diversity and inclusion. We welcome applications from individuals of all backgrounds and perspectives. We do not discriminate based on age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. We ensure the full confidentiality of the data we process.



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