Secured Loans Officer | Dayshift | Eastwood

Acquire Intelligence; Quezon City; Hybride; PHP 558 000 - 1 004 000; Plein temps

Avantages offerts par ce poste

HMO coverage for you and family

Hybrid working environment

Yearly kick-off parties and giveaways

Value Awards for performance

Internal promotions and career growth

Meaningful work and collaboration with

Promotions and leadership training

Résumé du poste

Acquire Intelligence is seeking a Secured Loans Liaison Officer in Manila to manage LoansOne's secured lending referrals from initial qualification to settlement. You will be the central contact for the internal sales team, clients and lending partners, coordinating assessments, due diligence and submissions to drive timely approvals.

The ideal candidate brings proven secured lending or mortgage processing experience, strong English communication, and the ability to maintain a precise referral

Qualifications

• Proven experience in secured lending or mortgage processing.
• Ability to review financial documents and assess risk.
• Strong written and verbal English with attention to detail.

Responsabilités

• Qualify referrals and manage pipeline with clear ownership.
• Perform initial due diligence on ABN/ACN holders.
• Prepare and communicate indicative loan offers to clients and partners.
• Liaise with lenders and internal teams for submissions and updates.
• Coordinate document collection and ensure timely submissions.
• Maintain CRM records and generate activity reports.
• Progress referrals to settlement with clear milestones and deadlines.

Connaissances

Secured lending

Mortgage processing

Credit assessment

Outils

Zoho CRM

MS Office

Google Workspace

Description du poste

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!

Acquire Intelligence is an award-winning business process outsourcing provider to some of the world’s largest brands. We operate contact centers and back-office services from offshore, nearshore, and onshore locations to clients globally, serviced from Australia, Dominican Republic, the Philippines, and the United States. Known for our commitment to safety, flexibility, and innovation, we strive to be the partner of choice for businesses looking to leverage the best global BPO and AI resources. Our employee value proposition, Come for a career, stay for the fun, underscores our commitment to a vibrant, inclusive, and engaging work environment.

Why Join the A-Team?

Come for a career, stay for the fun!

• HMO coverage for you and your family

• Work flexibly with our hybrid working environment

• Yearly Kick-Off Parties with major giveaways

• Get recognized through our ‘Value Awards’

• Grow your career – yes, we love to promote internally

• Do meaningful work and collaborate with the best

• 900 promotions given each year

• 2,700+ leadership training courses

A Glimpse into Your New Role

The Secured Loans Liaison Officer manages LoansOne's secured lending referrals from initial

qualification through to settlement. As the central contact for the internal sales team, clients and

external lending partners, the role combines preliminary assessment, company due diligence,

indicative offers and application coordination.

The successful candidate will identify suitable opportunities, prepare accurate referral

submissions, explain indicative terms clearly and keep applications progressing through timely

follow up and reliable communication.

Key Responsibilities

Referral Qualification and Pipeline Management

Manage incoming secured loan referrals and confirm the applicant's funding requirement, loan

purpose, required timeframe, business activity, trading history and proposed repayment or exit

strategy.

Collect initial financial and security information, including turnover, existing debts, property

ownership, estimated property value and outstanding secured debt. Assess preliminary fit

against approved lender criteria.

Assess HomeSec suitability first in line with the approved referral process, then coordinate

alternatives through Ownright or other approved partners where appropriate.

Record the qualification outcome, supporting reasons, missing information and next action.

Maintain an accurate pipeline with clear owners, follow up dates and application stages.

Initial Due Diligence for Company ABN Holders

Verify the company's legal name, Australian Business Number (ABN), entity type, ABN status

and GST registration details using ABN Lookup, and reconcile these against the application.

Check the Australian Company Number (ACN), company registration status and relevant director

or officeholder details through approved ASIC searches or company extracts.

Confirm the proposed borrowing entity, relevant directors, guarantors and authorised contact.

Obtain identity, authority and supporting company documents required by the lender.

Review available bank statements, financial information, liabilities and security details for

completeness and consistency. Obtain any required consent before requesting credit reports or

restricted information.

Identify and escalate discrepancies, inactive registrations, adverse information or unclear

ownership and authority. Record checks, evidence and unresolved issues in the CRM for lender

or credit team review.

Indicative Offers and Client Communication

Prepare and communicate indicative offers using current approved lender criteria, pricing

guidance or written lender quotations.

Outline the proposed loan amount, term, estimated interest and fees, repayment structure,

security requirements and estimated net proceeds where available.

Explain assumptions, conditions, required documents and any validity period. Make clear that

indicative terms are subject to lender assessment, verification, valuation where required and

formal approval.

Record the offer version, source of pricing, client response and next steps. Refer exceptions or

requests outside approved authority to the appropriate lender or manager.

Lender Relationship Management

Act as the primary internal liaison with approved lending and referral partners, building

responsive and professional working relationships.

Obtain current product criteria, indicative figures, pricing, quotations and application updates,

and maintain reliable information for the internal team.

Clarify lender requirements, follow up on outstanding decisions and elevate delays or issues to

the appropriate stakeholders.

Loan Coordination

Prepare complete referral packs with a clear summary of the applicant, funding request,

proposed security, initial assessment and outstanding issues.

Gather and check required documents before submission, ensuring they are current, legible,

consistent and meet the lender's submission requirements.

Coordinate additional information requests between clients, brokers, internal teams and lenders,

with clear deadlines and follow up.

Track applications through assessment, approval, documentation and settlement. Escalate

stalled files and communicate conditions or changes promptly.

Confirm settlement outcomes and provide the relevant internal teams with funded amounts,

settlement dates and commission information when confirmed.

Internal Collaboration

Support the LoansOne sales team with product information, qualification guidance and clear

referral requirements.

Provide timely updates on application status, indicative terms, lender feedback, outstanding

requirements and expected next steps.

Work with management to improve referral quality, handovers and secured lending workflows.

Reporting and Administration

Maintain accurate CRM records, documents, correspondence, indicative offers and application

histories, with appropriate confidentiality and access controls.

Report on referral volumes, qualification outcomes, conversions, approvals, settlements,

turnaround times and pipeline bottlenecks.

Identify recurring documentation or process issues and recommend improvements that reduce

rework and improve the client experience.

Skills and Experience

Proven experience in secured lending, mortgage processing, loan coordination or a comparable

financial services role; Australian lending experience is strongly preferred.

Working knowledge of company ABNs and ACNs, property security, equity, loan to value ratios

and common lender documentation requirements.

Ability to review company records and financial documents, identify inconsistencies and prepare

clear preliminary assessment summaries.

Confidence explaining indicative loan terms accurately, with sound numerical skills and attention

to detail.

Strong written and verbal English, stakeholder management and follow up skills, with the ability

to manage multiple applications and deadlines.

Proficiency in CRM systems, preferably Zoho CRM, Microsoft Office and Google Workspace,

and discretion when handling confidential information.

Key Performance Indicators

Timeliness of referral acknowledgement, qualification and lender endorsement against agreed

turnaround standards.

Accuracy and completeness of initial due diligence, indicative offers and lender submissions,

with minimal avoidable rework.

Timely follow up and clear communication with clients, internal teams and lending partners.

Pipeline progression, approval and settlement outcomes, with reasons recorded for declined,

withdrawn or stalled applications.

Accuracy of CRM records, supporting evidence, next actions and management reporting.

Adherence to approved processes, delegated authority and confidentiality requirements.

Primary Objective

Progress suitable secured lending opportunities efficiently from referral to settlement through sound

initial qualification, documented due diligence, clear indicative offers and accurate coordination

between LoansOne and its lending partners.