Client Services Officer
Location: Luisita, Tarlac
Work Arrangement: Onsite, Fulltime
Shift: 7:00 AM to 4:00 PM | Monday - Friday
Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the accounting industry.
About this role. . .
An opportunity exists for a motivated individual to join our team as a Client Service Officer. This position provides integral administrative and client support to a for a client, a well-regarded financial services firm based in South Australia.
The role demands a high degree of professionalism, accuracy, and efficiency. As the position involves direct communication with Australian clients and stakeholders, an excellent command of the English language is a primary requirement, along with an excellent work ethic.
Key Responsibilities:
Client & Stakeholder Liaison
- Serve as a key point of contact, communicating directly with Australian clients, brokers, lenders, and solicitors. A high level of professionalism in all correspondence is essential for responding to queries and ensuring a seamless experience.
Loan Application & Processing
- Ensure the accurate and timely preparation of client files, loan applications, and compliance documents, including Statements of Credit Assistance, to minimize rework and ensure adherence to all regulatory standards.
Process and Workflow Adherence
- Meticulously follow standardized workflows for all tasks, including the upkeep of client data, maintenance of records, and management of internal registers.
Post-Settlement Management
- Proactively manage all post-settlement administration, including conducting timely client check-ins and follow-ups to maintain strong client relationships.
Compliance & Audit Support
- Assist with audit preparations by ensuring all documentation and processes are consistently maintained to the highest standard.
Qualifications / Skills:
- Exceptional English communication skills (both written and verbal), with the confidence to liaise directly and professionally with Australian clients.
- A professional demeanor and a proactive approach to all tasks.
- An unwavering commitment to accuracy and exceptional attention to detail.
- Excellent organizational and time management skills, with a proven ability to work methodically.
- A high level of computer literacy, including proficiency with the Microsoft Office Suite.
- A genuine and demonstrated interest in building a long-term career in financial services.
Desirable Skills:
- Previous experience in mortgage origination or loan processing is highly advantageous.
- Experience using mortgage broking CRM platforms such as MyCRM and Australian lending servicing calculators will be highly regarded.
What's in it for you
- A competitive salary
- Health Insurance, and Life Insurance coverage
- 21 annual paid leaves
- Annual increase (Annual Performance Review)
- Tenure Recognition Program
- 20+ options of free coffee and chocolate drinks
- Billiards, table tennis, or foosball in our breakout room
- Work-life balance and logging off on time for you to enjoy more personal time.
- A genuinely diverse, caring, supportive and high achieving team environment.
- Ongoing training, development and career progression opportunities
- Free & conveniently located onsite parking.
We live by our
VALUES to cultivate and foster growth and innovation.
BE AWESOME:Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.
KEEP IT REAL:We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.
BRING THE WOW:We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.
DREAM BIG:We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.
Join TOA Global and experience the difference!
We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.
