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Agreements Administrator (AU Mortgage & Finance Broking, WFH)

Salary: P25,000-38,000 (Monthly Package)

Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)

What are we looking for?

Skills Required:

  • Experience in document management and electronic signing systems highly regarded
  • Strong customer service focus - dealing with both internal and external customers
  • Strong interpersonal skills, ability to communicate well at all levels of the organisation

Nice to Have:

  • Positive “can do” attitude and a willingness to contribute to ensure the team’s success
  • High attention to detail
  • Integrity and dependability with a strong sense of urgency and results-orientation
  • High level of written and verbal communication

What will you do?

  • Accurately prepare Broker related documentation including but not limited to, new Broker Agreements, Deeds of Variation, Deeds of Termination & Release, Loan Writer Appointment letters.
  • Manage and facilitate the Sale of Trail process
  • Facilitate and prepare required documentation for Brokers changing their entities and transferring within the network.
  • Support the state teams and the broker network to maintain the Referral register.
  • Manage and respond to daily emails received through shared team mailboxes
  • Work with the Risk and Compliance Team to ensure compliance of all brokers for the purpose of being able to receive their commission, by ensuring personal indemnity insurance, ABN / GST and ACNs are maintained and current
  • Maintain the data integrity of agreements related information within our customer relationship management system
  • Manage the data maintenance in our customer relationship management, payment and accounting systems
  • Work with the Onboarding Team to ensure fast and efficient broker onboarding
  • Support the National Commissions Manager with agreement specifics and historic setups
  • Collaborate with the Onboarding and Agreements Manager to continually look for ways to improve and develop the agreements process to ensure we are following the best practice, and to drive these changes within the business

Join the awesome team and enjoy these benefits & perks:

  • WFH
  • 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, and Career growth opportunities

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.

#ConnectOSCareers #JoinConnectOS

 

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.

 

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Average salary estimate

$37800 / YEARLY (est.)
min
max
$30000K
$45600K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Agreements Administrator (AU Mortgage & Finance Broking, WFH), ConnectOS

Are you ready to dive into an exciting career as an Agreements Administrator with ConnectOS? This role offers the unique opportunity to work from home while being part of a dynamic team in the AU Mortgage and Finance Broking sector. In this position, you will be responsible for accurately preparing documentation related to broker agreements, managing the Sale of Trail process, and ensuring compliance for our brokers. Your strong customer service skills will shine as you interact with internal and external customers, responding to daily inquiries and maintaining the integrity of our customer relationship management system. ConnectOS values your detail-oriented mindset and encourages a can-do attitude to help us continuously improve our agreements processes. You’ll also collaborate closely with the Onboarding Team to streamline processes for new brokers joining our network. With an enticing salary range and fantastic benefits like medical coverage from day one, paid leave, and opportunities for career advancement, this is an opportunity you don’t want to miss. Join ConnectOS and be part of a top-rated employer recognized for supporting over 6,000 brokers and advisers while helping countless customers achieve their financial goals. If you are ready to make a meaningful impact, we would love to welcome you to our awesome team!

Frequently Asked Questions (FAQs) for Agreements Administrator (AU Mortgage & Finance Broking, WFH) Role at ConnectOS
What are the primary responsibilities of the Agreements Administrator at ConnectOS?

As an Agreements Administrator at ConnectOS, your main responsibilities include preparing broker-related documentation such as new Broker Agreements and Deeds of Variation, managing the Sale of Trail process, and assisting with broker onboarding. You will also ensure compliance for brokers, maintain the integrity of data in our systems, and support the National Commissions Manager with agreement specifics.

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What qualifications are required for the Agreements Administrator position at ConnectOS?

To qualify for the Agreements Administrator role at ConnectOS, candidates should have experience in document management and electronic signing systems. Strong customer service and interpersonal skills are essential. Additionally, having a keen attention to detail and a results-oriented approach will greatly benefit applicants looking to thrive in this role.

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What skills are essential for the Agreements Administrator role at ConnectOS?

The ideal Agreements Administrator at ConnectOS should possess strong customer service skills, excellent communication, and interpersonal abilities. A positive attitude and the ability to work collaboratively with various teams will help you succeed in this position, along with integrity, dependability, and a high level of attention to detail.

Join Rise to see the full answer
How does ConnectOS ensure a positive work-life balance for the Agreements Administrator role?

ConnectOS is committed to fostering a positive work-life balance for its employees, including those in the Agreements Administrator role. With a work-from-home option, generous paid vacation and sick leave, and an emphasis on career growth opportunities, ConnectOS ensures its team members can achieve personal and professional fulfillment.

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What benefits can I expect as an Agreements Administrator at ConnectOS?

As an Agreements Administrator at ConnectOS, you can expect an attractive salary package, medical and dental coverage from your first day, a supportive financial assistance program, mandatory government benefits, 13th-month pay, and regular company events that promote teamwork and work-life balance.

Join Rise to see the full answer
Common Interview Questions for Agreements Administrator (AU Mortgage & Finance Broking, WFH)
Can you explain your experience with document management and electronic signing systems as they relate to the Agreements Administrator role?

In answering this question, focus on specific tools and systems you've used in your past roles. Describe how you managed document workflows and ensured accuracy, and highlight any experience that showcases your attention to detail and organizational skills.

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How do you handle tight deadlines when preparing broker-related documentation?

Discuss your methods for prioritizing tasks effectively. Provide an example of a time when you successfully met a deadline under pressure, emphasizing your planning skills and ability to adapt while ensuring quality documentation.

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What strategies do you use to maintain strong communication with internal and external customers?

Emphasize your interpersonal skills and provide examples of situations where you ensured clear communication. Discuss your approach for handling inquiries and your commitment to customer satisfaction, both internal and external.

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How do you ensure compliance when managing brokers' agreements?

Talk about your knowledge of compliance regulations and how you proactively manage documentation to ensure all brokers maintain required standards. Give specific examples of your attention to detail that helped avoid compliance issues in the past.

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Can you provide an example of how you improved a process related to your previous roles?

Prepare a detailed example of a process improvement you initiated or contributed to in your past job. Explain the context, your role, the actions you took, and the positive impact this had on overall efficiency or accuracy.

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What role do you think data integrity plays in the job of an Agreements Administrator?

Discuss how data integrity is crucial for effective communication and compliance. Describe methods you've used to ensure accurate data entry and maintenance in previous positions, and the implications of data errors on business operations.

Join Rise to see the full answer
Describe a time when you had to collaborate with a team to achieve a goal?

Share a specific instance where teamwork was vital for success. Highlight your collaborative approach, the challenges you faced, and how you worked with others to ensure a smooth and successful outcome.

Join Rise to see the full answer
What do you believe are the most important qualities for an Agreements Administrator?

Discuss key qualities such as attention to detail, strong communication skills, and a customer-focused mindset. Provide insight into how you embody these qualities, offering examples from your work experience.

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How would you prioritize multiple requests for documentation from different brokers?

Explain your approach to managing competing priorities effectively. Discuss methods such as assessing urgency and importance, planning your day around those requests, and keeping clear communication with brokers about timelines.

Join Rise to see the full answer
What motivates you to excel in the Agreements Administrator position?

Share your passion for delivering excellent service and your dedication to supporting brokers in achieving their goals. Mention how ConnectOS’ values align with your work ethic and drive to contribute positively to the team.

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ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions. ConnectOS...

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DATE POSTED
March 25, 2025

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