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Experience Level
Mid to Senior
Qualifications
Minimum of 2 years of experience in a similar role within the mortgage or finance industry; familiarity with mortgage assessment processes is essential. Thorough understanding of financial transactions related to the home loan or commercial real estate sectors. Strong interpersonal and communication skills. Outstanding customer service and problem-solving abilities, with a proactive approach to coordinating with multiple stakeholders and escalating issues internally as needed. Self-motivated professional with excellent time management capabilities. Tech-savvy with the ability to communicate effectively within a virtual environment. Must reside in the Greater Manila Area (Metro Manila plus neighboring provinces).
About the job
Document Management: Efficiently gather, assess, and authenticate all pertinent documents from clients, brokers, and lenders to ensure all criteria and outstanding conditions are met within specified timelines.
Loan Finalization Support: Collaborate in the preparation, coordination, and execution of lender documentation and contracts crucial for closing home loan applications.
Discharge & Issue Resolution: Oversee the discharge process, addressing and resolving application issues prior to settlement to prevent delays.
Pipeline Oversight: Diligently monitor and manage settlements in your pipeline, ensuring proactive follow-ups and transparent communication with stakeholders.
System Documentation: Maintain precise and comprehensive case notes in Salesforce to guarantee complete visibility and continuity across the team.
Compliance & Best Practices: Stay updated on changes to the settlement process, industry guidelines, and internal policies to ensure adherence to best practices.
Client Communication: Address client inquiries and concerns regarding settlement and closing, providing clear, supportive, and timely assistance.
Complex Issue Handling: Skillfully navigate and assist in resolving complex issues, including those related to property titles and liens.
Stakeholder Relationship Management: Cultivate strong collaborative relationships with internal teams and external partners to ensure seamless client experiences.
Judgment & Escalation: Exercise sound judgment in managing client files, escalating issues promptly when risks or complications arise.
About Lendi Group
Lendi Group stands as a pioneering digital platform business dedicated to transforming the entire property journey. It operates Lendi—Australia’s original and top digital mortgage brand—and the renowned Aussie franchise. Supported by an advanced AI-driven proprietary platform, a nationwide network of 1,300 brokers, and 230 retail stores, Lendi Group empowers customers at each step of their property journey to confidently find, buy, and own properties. With a loan book exceeding $100 billion, Lendi Group has been recognized as Australia’s Aggregator of the Year for 2024.Why Join Us?Innovation at Our Core: We challenge conventional thinking and push boundaries to craft superior solutions. Work with the Best: Collaborate with some of the brightest minds in fintech, financial services, and strategic development.
Overview of CSE Settlement Function:Document Management: Efficiently gather, assess, and authenticate all pertinent documents from clients, brokers, and lenders to ensure all criteria and outstanding conditions are met within specified timelines.Loan Finalization Support: Collaborate in the preparation, coordination, and execution of lender documentation and…
Role Overview Lendi Group is hiring a Team Leader - Settlement in Makati City. This position leads a team focused on delivering accurate and timely settlement processes. The team leader sets the standard for operational quality and creates a space where collaboration thrives. What You Will Do Guide and support the settlement team to meet daily and monthly targets Monitor settlement activities to ensure accuracy and timeliness Promote a culture of continuous improvement and teamwork About Lendi Group Lendi Group continues to grow and values leaders who make a real difference in how teams work and deliver results. This role offers the chance to shape both team performance and customer outcomes.
Lamudi is seeking a Mortgage Advisor - Loans Processing to join the team in Makati City. This position suits an experienced mortgage or financial professional looking to move from traditional banking to a technology-driven company. Role overview This role centers on guiding clients through the home loan process. The Mortgage Advisor acts as a consultant, using deep knowledge of banking operations and consumer financing to help clients find the right financial solutions for their needs. The work goes beyond processing paperwork, requiring careful analysis and a consultative approach. Key responsibilities Advise clients on mortgage options and financing solutions tailored to their situations Apply strong numerical skills to assess and recommend suitable loan products Navigate complex financial scenarios to ensure clients receive optimal outcomes Support clients throughout their journey to homeownership What we look for Background in mortgage advising, financial consulting, or banking operations Strong numerical aptitude Genuine interest in helping clients achieve homeownership Comfort working in a client-facing, visible role This position plays a key part in both client satisfaction and the overall success of Lamudi's operations.
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Full-time|Remote|Remote — Makati City, National Capital Region, Philippines
We are seeking a meticulous and customer-focused Sales and Customer Support Associate to become a vital part of our client's team. This role is dedicated to addressing customer inquiries, resolving issues, and delivering exceptional service, while also promoting sales through in-depth product knowledge and relationship building. The ideal candidate will possess excellent communication skills, a proactive problem-solving approach, and the ability to effectively juggle customer support and sales responsibilities.Key Responsibilities:Professionally respond to customer inquiries via phone, email, and chat with efficiency and courtesy.Provide accurate information regarding products, services, pricing, and policies.Promptly resolve customer issues and complaints to ensure satisfaction.Process orders, manage customer accounts, and handle billing or service requests.Identify customer needs and suggest appropriate products or services to drive sales.Maintain detailed records of customer interactions using CRM systems.Work collaboratively with the sales team to meet targets and enhance customer retention.Stay informed about product offerings, promotions, and company policies.Qualifications:Demonstrated experience in customer support, sales, or a related field.Exceptional verbal and written communication skills.Strong problem-solving and organizational skills.Ability to thrive in a fast-paced environment and manage multiple tasks effectively.Familiarity with CRM or ticketing systems is advantageous.A customer-centric approach with a proactive and positive attitude.Technical and Work Environment Requirements:Internet Connection:Primary connection must have a minimum speed of 15 Mbps.Backup connection should have a minimum speed of 10 Mbps and must support work during power outages.Primary Device:A desktop or laptop with at least:Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.A minimum of 8 GB RAM.Backup Device:Must perform at or above an Intel Core i3 processor.Must be operational during power interruptions.Peripherals and Workspace:A working webcam.A noise-canceling USB headset.A quiet and dedicated home office space.A smartphone for communication and verification.
Job Description:As a dedicated Mortgage Specialist at Lamudi, you will be the key point of contact responsible for fostering and enhancing relationships with our partner banks in the home loan sector. This pivotal role encompasses all facets of bank partnership management, including pitching, negotiations, operational coordination, performance tracking, and uncovering opportunities to strengthen collaboration.Your role as the sole Mortgage Specialist focusing on bank partnerships is critical and impactful. You will serve as the primary liaison between Lamudi and our partner banks, ensuring robust engagement, seamless operational alignment, and sustained growth in loan volume and partnership performance.
Full-time|On-site|Makati City, Metro Manila, Philippines
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RISE is dedicated to transforming the digital landscape of the Philippines by enhancing internet connectivity and delivering exceptional support to our business and wholesale partners. Our initiatives, including GetaFIX and Open Access Network, set the standard for reliable and swift installation services. We foster a culture of transparency and accountability, encouraging our team members to surpass expectations and collaborate in advancing the nation’s digital framework.As the Customer Experience (CX) Manager, you will be a crucial strategic partner in bridging customer insights with organizational transformation. You will lead the comprehensive design and implementation of both relational and transactional Net Promoter Score (NPS) programs. This role involves close collaboration with various department heads to translate qualitative feedback into impactful Service Improvement Plans (SIPs), aimed at minimizing customer friction and enhancing overall business performance.
Full-time|On-site|Makati City, Metro Manila, Philippines
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Join our dynamic team at SGS as a Telemarketing and Customer Service Associate. In this vital role, you will engage with customers through phone and email, providing exceptional service and support. You will be responsible for promoting our services, managing customer inquiries, and ensuring a positive experience for every client.
Full-time|On-site|Makati City, Metro Manila, Philippines
About UsLove, Bonito is the premier womenswear brand in Southeast Asia, dedicated to empowering women through style and confidence. Founded in 2010 in Singapore, we have transformed from a modest online startup to a multi-channel powerhouse with over 20 stores across Asia and a robust online presence.As we embark on our next decade, we aim to expand into new categories, markets, wholesale partnerships, and strategic brand acquisitions. We are evolving into a next-generation regional consumer group, merging heartfelt values with high performance and innovative technology.At our core, we are a dynamic team of builders, dreamers, and doers who believe that culture is more than just words on a wall — it's reflected in our daily actions. We thrive on curiosity, agility, and taking bold risks on ideas and people we believe in. Here, you'll join a community that challenges you to grow, empowers you to lead, and celebrates your individuality. Together, we are defining the future of Asian brands from Southeast Asia to the global marketplace.Why Join Us?At Love, Bonito, you will engage in more than just a job; you will contribute to a movement. We are building a lean, bold organization that thrives on passion and impact. Here’s what you can expect:Purpose with Performance: We are committed to building a world-class Asian brand that competes on the global stage. We uphold high standards and operate with integrity, excellence, and a passion for customer service. Join us if you are dedicated to creating meaningful impact!Real Growth: Our environment is dynamic and fast-paced. You will be encouraged to learn quickly, step out of your comfort zone, and collaborate with colleagues who both challenge and support you. If you seek a structured and comfortable setting, this isn't the place for you. However, if you are excited to build, innovate, and make a difference, we want you!Culture at Our Core: If you value an authentic, no-corporate-BS environment, you will fit right in. We lead with empathy, celebrate individuality, and believe that great work stems from trust rather than titles. We cherish teamwork and effective collaboration, as we believe that together we can achieve more. If this resonates with your values, join us and become part of #TeamLB!Join us as we redefine the essence of building a lasting global consumer group.About the RoleIn this role, you will drive customer growth across digital and retail touchpoints for Singapore and international markets, including the Philippines, Indonesia, Malaysia, Hong Kong, and beyond. Your primary focus will be on Omni Channel Communication (Email, In-App Messaging, Push Notifications, WhatsApp, Telegram, SMS). Beyond execution, you are expected to think strategically regarding customer lifecycle management...
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About Us Previously, being a successful restaurateur meant having a love for food and people. However, in the digital age, embracing technology is equally essential. At Otter, we are passionate about helping restaurateurs thrive in the online food delivery space. Our trusted software supports restaurants worldwide, from large chains like Chick-fil-A and KFC to smaller establishments, enhancing their delivery operations by increasing sales, minimizing order issues, and alleviating delivery challenges. Role Overview: As the Customer Support Team Lead at Otter, you will motivate and guide a dedicated team of support agents to deliver outstanding customer experiences. You will influence the team’s operational efficiency by focusing on personnel development, optimizing workflows, and promoting a culture centered on customer satisfaction. Collaborating closely with other Team Leads and the US&C People Ops Manager, you will ensure our support services maintain the highest standards. The ideal candidate is a natural leader who derives satisfaction from implementing structured management strategies. Your Responsibilities: Lead and manage a team of support specialists in your region. Monitor and assess team performance, providing constructive feedback to ensure peak productivity. Inspire and coach team members to meet productivity and project objectives. Oversee and prioritize all support channels and queues, ensuring adherence to service level agreements. Manage shift schedules to guarantee optimal team coverage. Provide assistance to team members during their shifts as needed. Set a benchmark for quality support by actively responding to customer inquiries across all channels. Collaborate with the broader US&C SOS team on special projects to enhance overall support team success. Work with stakeholders to fulfill project and KPI requirements.
Role Overview lendigroup1 is hiring an Aussie Product Support Specialist based in Makati City. This position focuses on providing reliable customer service to clients who use our products. The role offers a mix of remote work and direct customer engagement, allowing for both flexibility and hands-on support.
Full-time|On-site|Makati City, Metro Manila, Philippines
ISTA Solutions is hiring a Customer Service Representative - Appointment Setter for its Makati City office. This role centers on helping customers and managing their requests through phone, email, and chat. New hires receive a PHP 21,000 signing bonus. Key responsibilities Support customers by responding to inquiries via phone, email, and chat. Answer questions and resolve concerns about products and services. Collaborate with colleagues and other departments to address more complex issues. Maintain detailed records of customer interactions, transactions, and feedback. Work environment ISTA Solutions values employee satisfaction and encourages a healthy work-life balance. The team supports ongoing learning and works together to promote long-term growth.
As an Order Management Specialist at Continental AG, you will play a pivotal role in ensuring seamless order processing and customer satisfaction. Your responsibilities will include overseeing order fulfillment, coordinating with various departments, and maintaining accurate order records. You will be the primary point of contact for customers regarding their orders, ensuring timely communication and resolution of any issues.
About the Role Lendi Group is hiring an Aussie Product Support Specialist based in Makati City. This role centers on supporting Australian clients and making sure they have a smooth experience with our products. What You Will Do Assist Australian customers with product questions and troubleshooting. Guide users through features and resolve issues as they arise. Work to improve client satisfaction by providing clear, helpful support. Who We’re Looking For Strong customer service skills and a genuine interest in helping others. A problem-solver who can communicate clearly and patiently.
Full-time|On-site|Makati City, Metro Manila, Philippines
Role overview The Service Excellence Team Lead at Angkas, based in Makati City, plays a key part in shaping the customer service experience. This position guides a team to uphold high service standards and ensures customers receive attentive, consistent support. Main responsibilities Monitor team performance to identify strengths and areas needing improvement. Address team conflicts and employee concerns quickly and effectively. Recruit, train, coach, and develop Subject Matter Experts (SMEs) and Customer Experience Associates. Conduct regular performance evaluations and provide ongoing feedback to team members. Handle escalated customer issues and complaints with professionalism and care. Collaborate with others to design and implement strategies for service excellence. Introduce process improvements to boost efficiency and customer satisfaction. Carry out quality assurance audits and deliver constructive feedback to the team. Identify training needs based on quality assurance results. Report on and analyze team or departmental data. Additional expectations Follow company policies and procedures at all times. Meet or exceed targets and objectives set by your supervisor. Participate in ongoing training and development activities. Take on other responsibilities and projects as assigned.
Full-time|On-site|Makati City, Metro Manila, Philippines
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