This role plays a critical part in supporting the business objectives of delivering high quality service to our customers (Broker & Referral Partners). This is achieved through the accurate processing of payment data from a number of lenders to ensure that our customers receive their income accurately and on time
What will you do? 2. Commission cash reconciliation 3. Support of Broker & Referrer requirements 4. Knowledge of Panel Lender Schedule
Data entry to operating platforms & payment system
Daily upload & manipulation of commission payment files from Lenders
Daily matching of Lender data to Broker data via the Broker customer relationship management system & operating platforms
Weekly import to commission payment system of data
Reconciliation of export from commission payment system
Daily entry & monitoring of Lender deposits
Reconciliation of Lender deposits to commission files
Correct allocation to account receivable journals
Manage and respond to daily emails received through shared team mailboxes in relation to Broker and Referral inquiry whilst adhering to Loan Market service deliverables & company standards
Liaising with Lender partners in relation to their policies and customer payment inquiry
Processing of adjustments upon Broker & Referrer inquiry
Moderate level of understanding of Lender payment policy
Skills Required
2 yrs Customer Service experience
Working with customer relationship management systems
Accounts receivable exposure is preferred but not mandatory
Basic understanding of lending practices is desirable
Able to work in a shared open environment
Positive outlook
Organised, analytical and principled
Resilient to change
Able to multi task
Ability to "think outside the square"
Cultural fit with our core values of leadership, integrity, curiosity and discipline
Enjoy following processes and a structured environment
Ability to challenge existing ways we do things and looks for opportunities to improve
Enjoys engaging and collaborating with others and is conscientious
Microsoft Office suite of programs, particularly excel
Exposure to Google Chrome for email and document management an advantage
Accurate data entry while maintaining a sense of urgency
Being accountable for your own results and the timely performance of tasks within the scope of the position
Initiative to work autonomously and to request additional tasks
Requirement to be able investigate in the instance of historical payment within payment system upon inquiry from our Brokers & Referrers
Ability to effectively communicate to customers (broker or referrer) via email and phone, identify their needs and respond in a professional manner that exceeds expectations
Working in an open office environment, there is requirement for a high level of interaction with the Agreements Team & Business Analyst in relation to changes and operation within the payment systems
In addition communication with customers and other teams in the business is a critical part of the role
Managing tasks and work to team priorities
Understand how individual tasks impact team goals and output
Join the awesome team and enjoy these benefits & perks:
Benefits
Available Work Set up: Work from Home / Hybrid
Competitive salary package and annual performance review, monthly rewards and recognition program.
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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