Customer Service Loan Officer (AU Financial Services, WFH)

Position Overview

• Location Type: Remote
• Job Type: Not Specified
• Salary: P40,000 – P45,000 (Monthly Package)
• Schedule: Monday-Friday (06:00 AM-03:00 PM PHT)

ConnectOS is a top-rated Philippines employer of choice, certified as a Great Place to Work. They offer tailored loan solutions for strata schemes with over 20 years of experience in strata finance.

Requirements

• Minimum 3 years’ experience in a finance-related business.
• Completing financial and other administrative tasks.
• Background in finance, lending, or a related field.
• Proficiency in MS Office.
• Strong communication and collaboration skills, especially when working with loan customers or other customers.
• Prior experience with a business operating in Australia or other western countries is preferred, but not essential.

Responsibilities

• Prepare customer loan documents for execution via DocuSign.
• Prepare payment files for approval on the online banking platform utilised by the Company.
• Prepare customer Welcome Letters.
• Prepare and issue customer fee invoices.
• Process customer loan variation requests.
• Create new customers ensuring that loans are configured properly and document packs uploaded.
• Process transactions that are required to be done manually (e.g., convert loans from Interest Only to Principal & Interest, loan variations etc).
• Update the customer profile as required.
• Manage wholesale customer updates (e.g., interest rate increases requiring increased monthly repayment).
• Other duties as required to enable the Company to fulfil its objectives.

Benefits & Perks

• WFH (Work From Home)
• Medical, Dental Coverage, and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events
• Work Life Balance
• Career growth opportunities

Additional Details

• Employment Type: Remote
• Workplace: Remote
• Language: en
• Department: Banking & Financial Services
• Published: 2025-04-16

Equal Employment Statement

ConnectOS ensures the full confidentiality of the data it processes. Employment decisions 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.

Application Instructions

• No specific application instructions are provided in the text.

#ConnectOSCareers #JoinConnectOS