Tuesday, August 12, 2025

Client Settlement Manager (AU Mortgage and Finance Broking, Home-based)

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Job title: Client Settlement Manager (AU Mortgage and Finance Broking, Home-based)

Company: ConnectOS

Job description: Job Description:
Salary: P35,000 to P40,000 (Monthly Package)
Schedule: Monday – Friday (9:00 AM – 6:00 PM AEST)
What are we looking for?
Skills Required:

  • Minimum 3-4 years of experience in Financial Brokering firm, with a strong focus on Mortgage Settlement.
  • Exhibits a high level of attention to detail and accuracy.
  • Demonstrates ability to handle multiple tasks and meet deadlines.
  • Displays excellent customer service skills and professional phone etiquette.

Nice to Have:

  • PLAN Australia CRM Experience (Podium/ Apply Online)
  • Cert IV & or Diploma in finance/mortgage brokering.

What will you do?

  • Liaise and maintain relationships with external organizations and service providers such as lenders, conveyancers, referrers etc.
  • Stay updated on product and policy knowledge for all accredited lenders and maintain a consistent training schedule.
  • Be available for client and lender interviews with the Broker as needed.
  • Provide positive training to both new and existing staff members when necessary.
  • Be willing to assist with workload during busy periods, staff leave, and other office needs.
  • Contribute to a harmonious team environment focused on delivering excellent service to our clients and service providers.

Join the awesome team and enjoy these benefits & perks:

  • Home-based
  • 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
  • Complimentary Sleeping Quarters, Coffee at no cost
  • Complimentary Office Fitness and Wellness Facilities at no cost
  • Regular Company Events, Work Life Balance, and Career growth opportunities
  • Accessible location at the heart of Metro Manila — the Mega Tower, EDSA

JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.
#ConnectOS #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS 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. ConnectOS ensures the full confidentiality of the data it processes.

Expected salary: 35000 – 40000 per month

Location: Mandaluyong City, Metro Manila

Job date: Sat, 10 Feb 2024 06:48:49 GMT

Apply for the job now!

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