Commission Officer (AU Mortgage & Finance, Hybrid) at Connectly

Mandaluyong, Metro Manila, Philippines

Connectly Logo
₱420,000 – ₱480,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Mortgage, FinanceIndustries

Requirements

  • Minimum of 2 years of experience in Customer Service
  • Experience working with customer relationship management systems
  • Able and willing to work in a shared open environment
  • At least a year of AU Mortgage Loan Processing experience
  • Exposure to accounts receivable (preferred but not required)
  • Basic understanding of lending practices (desirable)
  • Knowledge of Panel Lender Schedule
  • Moderate level of understanding of Lender payment policy

Responsibilities

  • 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
  • Commission cash reconciliation
  • Daily entry & monitoring of Lender deposits
  • Reconciliation of Lender deposits to commission files
  • Correct allocation to account receivable journals
  • Support of Broker & Referrer requirements
  • 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

Skills

Key technologies and capabilities for this role

Customer ServiceCRMMortgage Loan ProcessingData EntryCommission ReconciliationAccounts ReceivablePayment SystemsLender Deposits Reconciliation

Questions & Answers

Common questions about this position

What is the salary for the Commission Officer position?

The salary is P35,000 to P40,000 as a monthly package.

Is this role remote or hybrid, and what are the work hours?

The position is hybrid with a schedule from Monday to Friday, 7:00 AM - 4:00 PM AEST.

What skills are required for this Commission Officer role?

Required skills include a minimum of 2 years of customer service experience, experience with customer relationship management systems, ability to work in a shared open environment, and at least a year of AU Mortgage Loan Processing experience.

What benefits does ConnectOS offer for this position?

Benefits include hybrid work, medical, dental coverage and life insurance from day 1, paid vacation and sick leave with quarterly sick leave conversion, competitive salary and annual appraisal, financial assistance program, mandatory government benefits and 13th month pay, complimentary sleeping quarters, coffee, office fitness and wellness facilities, regular company events, work-life balance, and career growth opportunities.

What makes a strong candidate for this Commission Officer role?

A strong candidate has the minimum required experience in customer service and AU Mortgage Loan Processing, familiarity with CRM systems, comfort in a shared open environment, plus nice-to-haves like exposure to accounts receivable and basic understanding of lending practices.

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.

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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