Accreditation Processor

MicroSourcing; Quezon City; Hybrid; PHP 279,000 - 391,000; Full time

Benefits offered by this job

Competitive rewards

Healthcare coverage on day one

Paid time off with cash conversion

Group life insurance

Performance bonuses

Collaborative environment

Flexible work arrangements

Career growth

Inclusive teamwork

Job summary

MicroSourcing in Quezon City is seeking an Accreditation Processor to support broker accreditation for Connective in the Australian mortgage market. This role involves processing accreditation requests, verifying forms, and uploading documents in Dynamics, with close coordination between onshore and offshore teams.

You will manage high volumes of emails (300-400 daily), update broker profiles, and follow up with lenders across 50+ lenders, ensuring accuracy, timeliness, and adherence to

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 process, yet inquisitive to ask questions where process improvements could be made. If unsure how to action an email/request to refer to the onshore team and not action.

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.
• Various emails, including accreditation forms, are 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.
• Emails received from lenders or brokers are required to be updated in the broker’s Dynamics profile and, in some instances, responded to accordingly. Responsibility also includes updating the broker’s lender list.
• Once the accreditation form, together with supporting documents, has been sent to the lender, the progress of the accreditation is followed up directly with the lender. The follow-up process varies depending on the lender. Accreditations are processed for more than 50 lenders, each with their own distinct accreditation requirements and processes. Additional documents, information, and clarification requested by lenders are also provided as required. The status, broker ID, and relevant documents of brokers are updated accordingly.

Skills

Customer service

Attention to detail

Time management

Written communication

Oral communication

Tools

Dynamics

Mercury

CRM

Outlook

Word

Excel

Job description

Job Description:

Discover your 100% YOU with MicroSourcing!

Position : Accreditation Processor

Location: 1880 Bldg. Eastwood, Quezon City

Work setup & shift: Day Shift / Hybrid

Why join MicroSourcing?

You’ll Have

• 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.

Your Role

• 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.
• Various emails, including accreditation forms, are 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.
• Emails received from lenders or brokers are required to be updated in the broker’s Dynamics profile and, in some instances, responded to accordingly. Responsibility also includes updating the broker’s lender list.
• Once the accreditation form, together with supporting documents, has been sent to the lender, the progress of the accreditation is followed up directly with the lender. The follow-up process varies depending on the lender. Accreditations are processed for more than 50 lenders, each with their own distinct accreditation requirements and processes. Additional documents, information, and clarification requested by lenders are also provided as required. The status, broker ID, and relevant documents of brokers are updated accordingly.

What You Need

• 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 process, yet inquisitive to ask questions where process improvements could be made. If unsure how to action an email/request to refer to the onshore team and not action.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply