Job Description

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

What are we looking for?

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.

#ConnectOSNonTech


Job Details

Role Level: Entry-Level Work Type: Full-Time
Country: Philippines City: Manila, National Capital Region
Company Website: http://www.connectos.co Job Function: Finance
Company Industry/
Sector:
Outsourcing and Offshoring Consulting

What We Offer


About the Company

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