[Remote] Loan Processing Specialist (AU Mortgage, WFH) at Connectly

Philippines

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage, Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

AU MortgageAOL Data EntryMyCRMCustomer ServiceEnglish SpeakingRelationship BuildingAttention to DetailEmail CommunicationPhone CommunicationDocument ReviewFinancial Statement AnalysisCredit AnalysisBorrowing Capacity CalculationLoan Structuring

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position with Work from Home (WFH) offered as a benefit.

What are the required skills and experience for this role?

Candidates need at least 2+ years of experience in the Australian Mortgage industry, technical skills with AOL Data Entry (ideally MyCRM), excellent customer service and English communication skills, plus a proactive work ethic with high accuracy and attention to detail.

What benefits are offered for this position?

Benefits include Work from Home, competitive salary with annual performance review, vacation and sick leave credits convertible to cash, HMO coverage for medical, dental, and life insurance, 13th month pay, financial assistance, and a PHP 21,000 referral bonus.

What is the company culture like?

ConnectOS is certified as a Great Place to Work and a top-rated employer in the Philippines, with a focus on work-life integration, remote learning, employee development, and supporting a progressive aggregator group for brokers and customers.

What makes a strong candidate for this Loan Processing Specialist role?

A strong candidate has 2+ years in the Australian Mortgage industry, experience with AOL Data Entry or MyCRM, excellent English communication and customer service skills, and a proactive, detail-oriented work ethic to meet deadlines.

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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