Team Lead (AU Mortgage Broking, Hybrid) at Connectly

Mandaluyong, Metro Manila, Philippines

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₱600,000 – ₱720,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage Broking, Financial Services, OutsourcingIndustries

Requirements

Minimum 2 years in BrokerForce or comparable outsourcing environments
Ability to lead a team, provide advice and guidance on handling situations such as escalations and service degradations
Highly motivated with strong communication skills
Demonstrable experience in a similar role working for C-Level or senior leaders/business owners
Knowledge and understanding of staff recruitment standards
Loan processing/CSM experience to mentor and coach staff on tasks and industry deliverables
Demonstrated ability to think on your feet and be proactive
Suitability for a fast-paced environment with potential to grow into a top management role

Responsibilities

Maintain strong relationships with Australian mortgage business stakeholders
Understand stakeholder needs, gather feedback, and ensure their satisfaction
Act as primary point of contact for Australian stakeholders, addressing their needs and concerns
Develop effective relationships with team members
Lead, mentor, and supervise the BrokerForce and Outsource teams
Provide guidance, ensure high productivity and quality of work
Manage recruitment, training, and performance evaluation of team members
Monitor team performance, encourage feedback from brokers, and provide coaching when necessary
Achieve agreed-upon KPIs as per AU stakeholders
Streamline processes and workflows to enhance efficiency and customer experience
Ensure compliance with companywide quality control measures to uphold service quality
Manage risks associated with offshore operations and uphold data security standards
Effectively and promptly handle problems, worries, or issues raised by stakeholders or team members

Skills

BrokerForce

Team Leadership

Stakeholder Management

Loan Processing

CSM

Mentoring

Coaching

Compliance

Quality Assurance

Risk Management

Recruitment

Training

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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