Loan Processor

Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)

Position Summary

The Loan Processor is a crucial part of the lending operations team of a company that processes asset and personal lending (including but not limited to renewable energy) to its clients. The role is responsible for facilitating the accurate and timely collection of client financial position data and supporting documentation required for personal loans and asset finance applications.

This role is fast paced and requires exceptional attention to detail, strong administrative skills, and a commitment to providing outstanding customer service while maintaining the highest level of data integrity.

Skills Required:

• Bachelor's Degree with a finance major
• Proven experience in a customer service, administrative, or data-entry focused role, preferably within the financial services, banking, or lending sector.
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker.
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
• Experience using Project/Task Management Tools , Trello, Airtable etc)

Desirable

• Knowledge of personal loan and/or asset finance lending processes and documentation requirements.
• Experience with financial data capture or client needs analysis.

What will you do?

Client Engagement & Data Capture

• Proactive Client Outreach: Contact clients via phone to conduct a thorough interview to capture their complete financial position data, including income, assets, liabilities, and expenses.
• Data Entry: Accurately and efficiently enter all captured financial data and client details into the company's Customer Relationship Management (CRM) system.
• Clear Communication: Clearly communicate the specific supporting documents required from the client, explaining the purpose and importance of each item.
• Customer Service: Act as a professional and empathetic point of contact, ensuring a positive and seamless experience for all clients during this first impression of working with the company.

Documentation Management & Follow-up

• Systematic Follow-up: Issuing the Hello Pack and following through a systematic follow-up process for clients who have not yet submitted their required supporting documents.
• Compliance Checks: Review submitted documents for completeness, clarity, and adherence to internal and compliance standards.
• Document Validation: Liaise with clients to resolve any queries regarding missing, incomplete, or illegible documentation.
• Process Improvement: Identify and report on recurring issues or bottlenecks in the data and document collection process.

Join the awesome team and enjoy these benefits & perks:

Benefits

• Offering one-month paid training program to help you get up to speed and excel in your role.
• Available Work Set up: Work from Home or Hybrid or on-site.
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
• Access to knowledge base tools, resource center and training library.
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.

#ConnectOSCareers #JoinConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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