About Shore360:
Shore360 is a 100% Australian-owned BP firm based in the Philippines, providing customized staffing and administrative support for international companies, handling recruitment, HR, IT, and office facilities so clients can focus on core business, offering transparent pricing, dedicated teams, and flexible setups.
Key Responsibilities
- Strong experience in processes within settlements/ability to settle loans
- Prepare and send Monthly/yearly mortgage anniversary communications to clients.
- Perform interest rate reviews and flag opportunities for repricing or refinancing.
- Complete and manage MyCRM & ApplyOnline (AOL) deal inputs accurately and efficiently.
- Tag and organize documents in client files according to internal processes.
- Conduct timely follow-ups with lenders on pending or outstanding documentation.
- Execute monthly anniversary data pulls from CRM or relevant systems to generate reports and trigger client journeys.
- Maintain accurate records and ensure all tasks are logged and updated in CRM.
- Collaborate with the onshore team to support workflow improvements and client service excellence.
- Conduct post-settlement tasks ie post-settlement letters, lender calls, data cross checks
- Reconciliation of trail books
- Able to assist on PA tasks in a timely manner
Shore Xtra Perks
- Day 1 HMO Coverage
- Attendance Bonus Earn up to 5,000 every pay run for consistent, perfect attendance.
- Fixed Weekends Off Enjoy a guaranteed work-life balance with Saturdays and Sundays off.
- Unlimited Barista Coffee all shift long
- Free Parking & Shuttle
- Premium Game Lounge Relax and recharge in our dedicated on-site recreational zone
- Join our Social Passion Clubs to connect with like-minded peers and bring your whole self to work every day: Photography Club, Dance Club, Fitness Club, Book Club, Music Club
- Engaging Monthly Events Experience a vibrant culture with regular team activities and celebrations with amazing prizes and rewards
- Referral Incentives Get rewarded for bringing top talent to the team via our referral program.
- Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays
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