Offer summary

Qualifications:

Minimum 3 years’ experience in a finance-related business., Background in finance, lending, or a related field., Proficiency in MS Office, especially Excel., Strong communication and collaboration skills. .

Key responsabilities:

Prepare customer loan documents for execution via DocuSign.

Process customer loan variation requests and update customer profiles.

Manage wholesale customer updates and prepare payment files for approval.

Create new customers and ensure proper loan configuration and documentation.

Job description

Salary: P40,000 – P45,000 (Monthly Package)

Schedule: Monday-Friday (06:00 AM-03:00 PM PHT)

What are we looking for?

Skills Required:

Minimum 3 years’ experience in a finance-related business, completing financial and other administrative tasks.
A background in finance, lending, or a related field
Proficiency in MS Office
Strong communication and collaboration skills, especially when working with loan of customers
Prior experience with a business operating in Australia or other western countries is preferred, but not essential

Nice to have:

Proficiency in MS Office, particularly Excel, is essential.

What will you do?

Prepare customer loan documents for execution via DocuSign
Prepare payment files for approval on the online banking platform utilised by the Company
Prepare customer Welcome Letters
Prepare and issue customer fee invoices
Process customer loan variation requests
Create new customers ensuring that loans are configured properly and document packs uploaded
Process transactions that are required to be done manually (eg convert loans from Interest Only to Principal & Interest, loan variations etc)
Update the customer profile as required
Manage wholesale customer updates (eg interest rate increases requiring increased monthly repayment)
Other duties as required to enable the Company to fulfil its objectives.

Join the awesome team and enjoy these benefits & perks:

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

JOIN CONNECTOS NOW!

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

With over 20 years of experience in strata finance, our client offers tailored loan solutions for strata schemes. They pioneered the hybrid strata loan and continuously refine the product based on feedback from strata owners and managers to meet the needs of both individuals and collective schemes.

#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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