Lending Specialist

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 Come for a career, stay for the fun!

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 You With

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

Join the A-Team and experience the A-Life!