Client Support Officer

2 weeks ago

Ortigas, Philippines BOUTIQUE OUTSOURCE SOLUTIONS Full time

Overview

Join a dynamic team supporting Australian mortgage operations As a Client Support Officer, you will play a critical role in the end-to-end mortgage process, working closely with clients, brokers, and lenders to ensure a seamless experience.

Perks You'll Enjoy If Hired:

  • Competitive salary package
  • 25 days of paid leave
  • HMO coverage from Day 1
  • Travel and meal allowances
  • Complimentary rice, drinks, and snacks
  • Attendance-based bonuses
  • A fun work environment with a focus on work-life balance
  • Access to an entertainment and gaming area
  • Monthly basketball and volleyball games
  • Karaoke Fridays to unwind and bond with colleagues

Selection Criteria

  • Bachelor's degree in business administration, finance, or a related field.
  • At least 2–4 years of experience in Australian mortgage processing.
  • Background in Australian Mortgage is a must; regulatory requirements experience is desirable but not essential.
  • Able to learn various CRM and web-based lender platforms/interfaces (experience with Connective's CRM Nexus is preferred).
  • Knowledge of property purchase and mortgage lending requirements, industry compliance guidelines, and the ability to understand and apply bank/lender policies and procedures.
  • Excellent attention to detail and analytical skills.
  • Effective planning and solid time management skills.
  • Strong written and verbal communication skills in English.
  • Willing to work onsite in Ortigas Center, Pasig City.

Role Responsibilities

  • Approve or decline supporting documents based on established criteria after thorough document assessment.
  • Update the CRM system (preferably Connective's Nexus) with all specific, relevant client information.
  • Provide clear, instructional notes to mortgage advisors regarding the status, quality, and completion of submitted documents.
  • Complete and interpret both individual and business credit reports as part of the assessment process.
  • Complete and interpret valuations as part of the assessment process.
  • Prepare loan applications and ensure they are ready for submission into ApplyOnline via the CRM system.
  • Provide relevant stakeholders with timely and accurate updates regarding loan application status.
  • Respond to all enquiries professionally, accurately, and in a timely manner.
  • Demonstrate proficiency in using CRM platforms and web-based lender interfaces.
  • Demonstrate experience in speaking with Australian mortgage brokers and supporting them throughout the loan application process.
  • Demonstrate a strong understanding of the Australian mortgage landscape, including regulatory and compliance requirements.
  • Understand and apply Australian privacy principles and rules in all client interactions and data handling.
  • Possess a comprehensive understanding of the end-to-end process for all loan applications, from initial enquiry through to settlement.

Job Types: Full-time, Permanent

Pay: Php40, Php50,000.00 per month

Work Location: In person

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