Accreditation Processor

MicroSourcing; Quezon City; Hybrid; PHP 279,000 - 424,080; Full time

Benefits offered by this job

Competitive rewards

Healthcare coverage on day one for you

Coverage for dependents

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Collaborative events

Work-life harmony with flexible work

Job summary

MicroSourcing in Quezon City is seeking an Accreditation Processor to join our day shift hybrid team, handling broker accreditation requests for Connective in the Australian mortgage market. You will work with Dynamics, Mercury, and CRM, manage incoming emails, and ensure accurate forms and timely follow-ups with lenders across 50+ lenders.

Strong attention to detail and ability to follow procedures while seeking improvements will help you thrive in a collaborative, inclusive workplace with

Qualifications

• Experience with Dynamics, Mercury and CRM systems.
• Proficient in Microsoft Outlook, Word and Excel.
• Experience processing transaction-based, process-driven requests.
• Experience in financial services and forms.

Responsibilities

• Process accreditation requests from Connective brokers and verify form accuracy.
• Upload forms into Dynamics and coordinate with lenders and brokers.
• Manage accreditation emails daily, routing to offshore team.
• Update broker Dynamics profiles and lender lists as needed.
• Follow up with lenders to track accreditation progress for 50+ lenders.
• Provide supporting documents and update statuses as required.

Skills

Customer service

Time management

Attention to detail

Process adherence

Tools

Dynamics

Mercury

CRM

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Position

Accreditation Processor

Location

1880 Bldg. Eastwood, Quezon City

Work Setup & Shift

Day Shift / Hybrid

Benefits

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time‑off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company‑sponsored events and activities.
• Work‑Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Responsibilities

• Learn about Connective and its position within the Australian mortgage home loan market, including the meaning and importance of accreditation for its brokers.
• Develop an understanding of the company’s operating systems, including Dynamics, Mercury, CRM, and Outlook.
• Process lender and service provider accreditation requests received from Connective brokers. This involves checking accreditation forms for accuracy, reviewing internal systems to confirm the broker is active with Connective, signing the form (if required), uploading the form into the Dynamics accreditation system, and sending it to the lender with the relevant supporting documents for processing.
• Manage emails, including accreditation forms, received from brokers, lenders, and Connective staff through the generic accreditation inbox. The onshore team forwards emails to the offshore team, who process the accreditation forms and action any emails received (e.g., approvals, general queries) on a daily basis. Approximately 300 to 400 emails are received each day; however, not all emails are sent to the offshore team for processing, as some are retained by the onshore team.
• Update broker Dynamics profiles with information from emails received from lenders or brokers and respond to queries where appropriate. Also update the broker’s lender list.
• Once the accreditation form and supporting documents have been sent to the lender, follow up directly with the lender to track progress of the accreditation. Follow‑up processes vary depending on the lender. Accreditations are processed for more than 50 lenders, each with distinct accreditation requirements and processes. Provide additional documents, information, or clarification requested by lenders as needed. Update status, broker ID, and relevant documents of brokers accordingly.

Qualifications

• Experience with Dynamics, Mercury and CRM.
• Intermediate skills in Microsoft Outlook, Word and Excel.
• Experience in processing transaction‑based process‑driven requests.
• Experience in financial services and forms.
• Experience in customer service.
• Excellent written comprehension and oral skills.
• Ability to learn and understand the forms and supporting documents that are sent with accreditation forms.
• Good time management skills & the ability to meet deadlines.
• Attention to detail.
• Ability to follow defined procedures and processes, yet inquisitive to ask questions where process improvements could be made. If unsure how to act on an email/request, refer to the onshore team and not act.

Terms & Conditions

Terms & conditions apply.