Lending Specialist

Acquire Intelligence; Quezon City; On-site; PHP 335,000 - 670,000; Full time

Benefits offered by this job

HMO coverage

Yearly parties

Value Awards

Internal promotions

Meaningful work

14th Month Pay

Referral incentives

Vacation leaves

Sick leaves

Birthday leave

Job summary

Acquire Intelligence is seeking a Phone Sales - Lending Specialist in the Philippines, delivering inbound and outbound loan conversations for AU/NZ clients. You will qualify enquiries, issue conditional approvals, collect details, and guide applicants through CRM workflows.

You’ll earn bonuses on funded loans and enjoy training, growth opportunities, and a supportive sales team in a 20-year national parent company.

Qualifications

• Must have clear communication and a friendly phone manner.
• Experience handling loan inquiries and closing sales is a plus.
• Be a team player with strong organizational skills.

Responsibilities

• Handle inbound calls from Australia and New Zealand business owners and qualify loan inquiries.
• Enter client details into the CRM and issue conditional approvals when qualified.
• Follow up with clients to gather information and progress loan files.
• Make outbound calls to old leads to offer finance solutions.
• Maintain accurate records of calls and actions in the CRM.

Skills

Communication skills

Inbound calls

Outbound calls

CRM software

Team player

Organized

Tools

CRM software

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.

Here’s What’s Waiting For You

• 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

Job Description.

Position: Phone Sales - Lending Specialist

This position is best suited to an energetic self-starter. Someone who is an outgoing and positive person, and who is eager to assist our small business clients, and find financial solutions for them.

It’s important that you are a clear speaker and clear communicator, and have a friendly and helpful phone manner.

This Position is a Dual Role

• Inbound Calls – Taking inbound calls from Australia and New Zealand business owners for our various different brands. These calls will mainly be new loan enquiries, and the objective is to qualify the caller on the phone and if the loan enquiry fits our lending criteria, get their details over the phone and enter the client information into the correct application form in our CRM.

• From there, you will be required to issue a Conditional Approval for the client.

Once the client digitally signs the Condition Approval (as acceptance of the loan terms offered) and automatically paid the small Assessment Fee by credit card as part of the same process, and the Credit Team will take it from there.

As you get paid when the loan gets funded, you will have complete visibility of the progress of the loan. You may also be required to follow up your client if more information is required, or if they become difficult to contact.

• Outbound Sales Calls – This is all about calling old leads to see if there is any way we can still assist them with finance. If there is, get their details down over the phone and enter the client information into the correct application form inside the CRM, and it becomes a continuation of Step 2.

BONUSES. There are 3 to enjoy.

• You get paid a bonus of 1000 PHP for every paid and accepted Conditional Approval. (one loans where applicable)
• You also receive a bonus on every funded loan, calculated on the size of each loan.
• There is also a Team Bonus which is shared by all Sales Staff, once certain targets are met each month, which helps encourage teamwork, and helping each other with one anothers loan files.

Bonuses are Paid Monthly

Duties Include

• Enthusiastically handling inbound customer calls (loan enquiries)
• Using sales skills to convert leads into Loan Applications, and in to funded loans
• Actively doing prompt and regular client follow ups during the loan process
• Monitoring active loan files on behalf of clients
• Ongoing and continuous learning of the loan products we provide, so you can best serve new clients when they call
• Keeping accurate and immediate records of calls and actions on client files, inside the CRM
• Monitoring emails and other notifications in real time
• Assist with the management of loan applicants and loan files, as directed by your manager.
• Making outbound calls to current clients and to past clients and clients on old databases

Hours: 40 hours per week, rostered between the operating hours of - Monday to Friday between 7.00am and 6.00pm AEST (Melbourne AU time)

Location: Philippines – IN OFFICE only

Required Skills

• Basic Microsoft products suite – eg: Outlook, word etc
• Good communication skills including the ability to listen attentively to clients identify clues that could identify client needs Be able to ‘close a sale’ Be a ‘Team Player’ Have a balance of a warm and friendly personality and have a sense of humour, and also maintain a professional demeanour
• Have a strong work ethic
• Display a positive and friendly phone manner
• Have an eye for detail
• Accuracy in record keeping
• Take ownership of your clients so they think of You when they need finance again
• Not be afraid to jump in and cold call past clients
• Finance industry experience preferred but not essential
• Some social media & marketing experience preferred but not essential, in order to work your own LinkedIn profile.
• Must be highly organised and can work at a fast pace.
• A willingness to enthusiastically learn the Australia and NZ culture, so as to be able to better relate to your clients, which will help deliver better results for you.

We provide phone scripts, and full training on our Zoom Phone system, our CRM, and information on our loans products.

We also have a generous bonus system.

Regular online meetings will be held with your colleagues (the sales / customer service) team at Head Office in Australia.

Have live video access to the Australian Head Office Team

Being a Lending Specialist with one of one of Australia and New Zealands most established private business lenders is very rewarding.

Full training is provided, and in time, the successful applicant can use this new vast knowledge to become a finance "solution finder" for clients who call up with a wide array of business finance needs. If they have the need, you will generally have the solution.

What We Offer:-

• An enjoyable, positive work environment
• Generous Bonuses paid over and above your base salary, so the earning potential is endless
• Ongoing training on our new products and services
• Ongoing personal development in all areas, including people skills, as well as sales & problem-solving techniques
• Secure employment for the right applicant, as you are part of a well establish 20 year old national parent company.

What We Are Seeking:-

• A positive, self-motivated person with great people skills, a great phone manner, and a friendly welcoming attitude to new customers.
• A person who is consistently reliable, punctual and dependable, and is a team player.
• A person looking for long-term, secure employment, and who wants to help with the growth of the business.
• A person who likes helping customers, and a person who can also delicately handle the occasional 'tricky' customer.
• A person who is eager to learn new skills