Connectly

Broker Admin Officer - Part Time (AU Financial, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Loan and MortgageIndustries

Requirements

Candidates must possess broker support experience, preferably in the Loan and Mortgage industry, with a minimum of 2-3 years of experience. It is preferred to have a Cert IV in Financial Services or Mortgage Broking, although this is not essential. Familiarity with CRM systems and similar CRM experience is also desirable.

Responsibilities

The Broker Admin Officer will be responsible for client-facing calls to chase information and paperwork, collecting and organizing loan applications, submitting accurate supporting documents, liaising with lenders to facilitate assessments, and acting as the primary point of contact for clients, providing updates and proactively addressing documentation needs. They will also verify documentation for accuracy, conduct basic income calculations, assist with loan sign-ups, and support borrower appraisals, while managing client data within CRM systems and navigating the loan portal 'Apply Online'.

Skills

Data entry
Communication
Client support
Application management
CRM systems
Loan processing
Documentation verification
Financial calculations

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

Key Metrics

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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