Client Support Officer (australian Mortgage
Boutique Outsource Solutions
Ortigas, Pasig City, Philippines
7h ago
source : HireMe.ph

KEY ROLES AND RESPONSIBILITIES

Assist and provide support in assessing and processing loan applications for a mortgage, equipment finance and hire purchase agreements

Liaise with stakeholders (e.g. Banks, Lenders, Accountants, etc.) as well as internal departments and Senior Management as required.

Provide relevant stakeholders as appropriate, with timely and periodic updates regarding applications, by email, and other accessible means of communication.

Respond to all inquiries professionally, accurately, and in a timely manner.

Establish and maintain all filing systems and client records, including spreadsheets, databases, and other files / documents as required for record-keeping and reporting purposes, according to company and compliance requirements.

Adhere to all company and industry compliance guidelines.

Keep up to the date on property, mortgage, and financial matters relevant to your work preparation, including bank / lender policies and procedures and industry compliance guidelines.

SELECTION CRITERIA

A Bachelor's / College Degree in any business-related course with a preference for Accounting or Banking

Preferably with experience in commercial or equipment finance

Preferable a minimum of 2 years of work experience in an Australian BPO environment

Strong Interpersonal, Communication, and Listening Skills.

Proven analytical and problem-solving skills with strong attention to Detail

Superior time management and organizational skills, including completing tasks in a timely manner and prioritizing workload for maximum efficiency.

Demonstrated ability to work effectively within a Team Environment as well as independently

Excellent computer skills including proficiency in MS Office Suite, and experience or ability to learn FLEX, PLAN, and other web-based lenders platforms / interfaces, and good math skills.

Knowledge of property purchase and mortgage lending requirements, industry compliance guidelines, and the ability to understand and apply bank / lender policies and procedures will be an advantage.

Open to learning new things, flexible and adaptable to change

Willing to work in Ortigas Center, Pasig City

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