Appointment Setter

Acquire.AI; Philippines; On-site; PHP 312,000 - 469,000; Full time

Benefits offered by this job

HMO coverage

Yearly kick-off parties with giveaways

Value Awards recognition

Internal promotions

Meaningful work with supportive teams

900 internal promotions yearly

Leadership training courses

14th Month Pay

Referral incentives

Leaves: vacation, sick, birthday

Job summary

Acquire Intelligence is seeking an Appointment Setter to contact and qualify Australian mortgage and secured loan enquiries, then schedule appointments with the Manager or Back End team. You will collect financial details, obtain supporting documents, and prepare comprehensive client summaries for assessment.

This role requires experience in Australian mortgage lending, strong questioning skills and confidence handling sensitive financial information.

Qualifications

• Two years of direct experience in Australian mortgage lending, secured lending or loan qualification.

Responsibilities

• Contact new clients promptly to understand lending requirements and financial circumstances.
• Establish loan purpose, amount, term and repayment strategy.
• Ask detailed questions to determine suitability for further assessment.
• Assess client income, expenses, assets, liabilities and credit position.
• Gather employment and financial history information; ensure documentation is complete.
• Escalate any credit, compliance or documentation concerns to the Manager or Back End team.
• Schedule qualified clients for appointments with Manager or Back End team.
• Prepare clear client summaries with supporting documents for appointments.
• Maintain CRM notes and appointment outcomes.

Skills

English communication

Client engagement

Appointment setting

Organisational skills

Multitasking

Tools

CRM systems

Mortgage platforms

Lender portals

Job description

We're an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. Come work at a place where innovation and teamwork come together to support the most exciting missions in the world! At Acquire Intelligence, our mission is to help business work smarter. We bring together the best people, efficient processes, and automation to help companies grow faster and operate with confidence. Our purpose is to simplify how businesses work, improve performance, and lead meaningful change across the globe. If you're passionate about making a real impact through innovation and collaboration, Acquire Intelligence is the place to grow your career.

Advance Your Career - Join us today and be part of a team where your work makes an impact!

Why join the A-TEAM?

• HMO coverage for you and your family


• Epic Yearly Kick-Off Parties with major giveaways (including a car in 2023!)


• Recognition through our Value Awards - we celebrate your wins


• Real career growth with internal promotions


• Meaningful work with talented and supportive teams


• Your future matters: 900 internal promotions every year


• 2,700+ leadership training courses


• Extra rewards along the way: 14th Month Pay for employees who complete 5 years with us


• Generous referral incentives of up to ₱42,000 depending on the role


• Enjoy work-life balance: 12 Vacation Leaves* 12 Sick Leaves* 1 Birthday Leave*


• A snapshot of your role

Position Summary

The Appointment Setter is responsible for contacting and qualifying Australian mortgage and secured loan enquiries before scheduling appointments with the Manager or Back End team. The role involves collecting detailed information about each client's financial circumstances and secured loan requirements, obtaining relevant supporting documents and preparing a complete client summary for further assessment. This is not a basic appointment setting position. The successful candidate must have experience in Australian mortgage or secured lending and be confident asking detailed financial and property related questions.

Key Responsibilities

• Client Contact and Qualification
  Contact new clients promptly to understand their lending requirements and financial circumstances.
  Establish the purpose of the loan, required amount, preferred term and proposed repayment strategy.
  Ask detailed questions to determine whether the enquiry may be suitable for further assessment.
  Conduct an initial assessment of the client's income, expenses, assets, liabilities and credit position.
  Collect information about the client's employment, business operations and financial history where applicable.
  Clarify any missing, incomplete or inconsistent information with the client.
  Identify potential credit risks or matters requiring further investigation.
  Maintain professional and consistent communication throughout the qualification process.


• Secured Loan Information
  Property address and ownership
  Property type and intended use
  Estimated property value
  Existing mortgage balance
  Current lender
  Available equity
  Proposed loan amount
  Loan purpose
  Preferred loan term
  Proposed repayment or exit strategy
  Existing caveats, charges or other encumbrances


• Document Collection and Due Diligence
  Request and collect all relevant financial and supporting documents.
  Review documents for completeness, accuracy and consistency with the information provided by the client.
  Follow the required client qualification, credit assessment and due diligence checklist.
  Follow up with clients regarding outstanding information or documents.
  Ensure sufficient information has been collected before scheduling an appointment.
  Escalate any potential credit, compliance or documentation concerns to the Manager or Back End team.


• Appointment Setting and Handover
  Schedule qualified clients for an appointment with the Manager or Back End team.
  Coordinate appointment times based on availability.
  Prepare a clear and detailed summary of the client's circumstances and lending requirements.
  Provide the Manager or Back End team with the client summary, supporting documents and key matters requiring discussion before the appointment.
  Send appointment confirmations and reminders to clients.
  Monitor scheduled appointments and follow up on missed calls.
  Reschedule missed appointments promptly where appropriate.
  Maintain accurate appointment records and outcomes in the CRM.


• CRM and Compliance Record
  Complete and accurate client notes, financial information, secured loan details and contact activity in the CRM.
  Upload and correctly organise all supporting documents.
  Keep client records updated throughout the qualification and appointment setting process.
  Protect confidential client and business information.
  Comply with Australian privacy, credit and responsible lending requirements.
  Follow all internal policies, scripts, checklists and quality standards.

Role Requirements

• A minimum of two years of direct experience in Australian mortgage lending, secured lending, credit assessment or loan qualification.


• Previous experience in appointment setting, lead qualification, mortgage processing or credit assessment.


• Strong understanding of Australian mortgage and secured lending processes.


• Experience collecting detailed client, financial and property information.


• Ability to review financial documents, property information and existing loan commitments.


• Ability to follow a detailed credit assessment checklist and established due diligence process.


• Strong attention to detail and sound judgement when identifying credit risks.


• Excellent written and verbal English communication skills.


• Confidence in asking clients detailed and sensitive financial questions.


• Strong client engagement, objection handling and appointment setting skills.


• Strong organisational and appointment management skills.


• Ability to manage multiple enquiries and follow ups accurately.


• Ability to work effectively in a fast paced, high pressure and deadline driven environment.


• Experience using CRM systems, mortgage platforms and lender portals.

Logistics

• Working hours: 6:00 am to 3:00 pm PHT, Monday to Friday, aligned with AEST


• Work location: Eastwood, Quezon City office


• Work arrangement: Fully office based


• Equipment: Company PC and dual monitors provided on site

Acquire Intelligence is an award-winning, global business outsourcer with 10,000 staff and over 16-years' experience in delivering intelligent contact center and back-office functions for global businesses across many industries including telecommunications, banking and financial services, insurance, media, education and retail. We're an entrepreneurial business that is highly experienced in working with our partners to solve real-life problems quickly. A genuine partnership approach is at the heart of we do. Our teams are highly proficient in exceeding expectations, especially in situations where in-house teams may be typically challenged with the business processes of big business. We have Class A offices in 14 locations across Australia, the Dominican Republic, the Philippines and the United States, as well as comprehensive Work-from-Home environments, where client-permitted. We're recognized as being Safe, Flexible and Innovative, giving our clients the capability to Outsource with confidence. As a dynamic organization with the ability to take your career to the next level, we're looking for strong candidates with BPO experience to join our growing team. We value our employees highly and, as such, offer excellent career development programs and competitive compensation and benefits packages.

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