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

Mandaluyong, Metro Manila, Philippines

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₱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

Customer Service

CRM

Mortgage Loan Processing

Data Entry

Commission Reconciliation

Accounts Receivable

Payment Systems

Lender Deposits Reconciliation

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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