Account Services Associate AU Mortgage Hybrid

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

Position Summary: The purpose of the Accounts Services Specialist role is to provide operational and administrative support to LMGs brokers as it relates to any processes Brokerforce related specifically the onboarding, account management and offboarding processes.

Key Responsibilities

• Management of BrokerForce Mailbox and Communication Contents
• Manage Brokers Monthly Billing and Invoice
• Establish, develop and maintain strong business and broker relationships
• Manage Broker Business pipelines
• Manage the Broker onboarding and offboarding
• Conduct broker profiling and maintains a database of potential brokers
• Other duties and responsibilities as assigned
• Provide administrative and operational support to Accounts Services Leadership as needed
• Assist in identifying and managing Brokers need and expectations
• Facilitate broker requests relating to staff rewards and incentives
• Working with our Operations team to mitigate broker concerns and facilitate training requests or upskilling opportunities for BSEs
• Working with our Operations team to convert brokers from the application stage to the onboarded stage
• Workwith the Team Leader, National Brokerforce Manager and Operations Manager to ensure a best-in-class experience is provided to our brokers.
  
  

Skills Required:

Essential

• Bachelors Degree in any relevant course
• Demonstrated experience in Administration and Client Services for at least 3 years of demonstrated experience in developing relationships
• Intermediate to advance level of proficiency in reporting and project tools/programs
• Intermediate level of English communication skills
  
  

Desirable

• Financial-related field
• Experience within a financial institution, especially mortgages
• Knowledge in business or systems analysis
  
  

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

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