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480000 Php per year
The Role: Responsibilities Market & bench building Build and continuously expand TriArc’s qualified trade partner database by trade, geography, capacity, and performance. Run ongoing prequalification (financials, safety, workload, bonding) in coordination with...- ...Investment Management conducted by the Trust Institute Foundation of the Philippines (TIFP) Certified UITF Sales Personnel (as accredited by TIFP) or Certified Investment Solicitor (as licensed by the SEC) Taken any financial planning and marketing course/training...
- ...other MS Office tools. Conscientious with strict attention to detail. Ability to converse with professionals such as Lawyers/Solicitors. Ability to manage own workload by working efficiently and meet deadlines. Understanding of banking terms such as Drawdowns...
- ...settle insurance claims arising from policies in force . Make recommendations and guidelines to insurance claims . Liaise with solicitors and other third parties during investigation and negotiation to seek guidance on the course of action that serves the best...
- ...matters, licensing considerations, corporate structures, etc. Liaising and managing external company secretary and advocates/solicitors as and when required Identify best practice contract structures, templates and samples we can reference Manage internal governance...
- ...in compliance with relevant legal and regulatory requirements. Liaise with Stakeholders: Communicate effectively with lenders, solicitors, conveyancers, and clients to coordinate document signing and resolve any discrepancies Compliance and Verification: Ensure...
- ...including customer records, transaction files, security and mortgage documents, and related records Collaborate with external solicitors, internal business units, and clients to ensure smooth and efficient loan processing Assist the Credit Operations team with loan...
- ...Checklist. Cross-check PEXA workspaces for settlement sign-off, completing the relevant checklist and submitting to the Principal Solicitor. Digital Signing & Client Communication : Prepare documents for electronic signing via XodoSign. Handle outgoing correspondence...
- ...listing preparation, listing management, appraisals, contract preparation, general administration of the office, and liaising with solicitors and clients. Additionally, prospecting activities and dealing with general inquiries/tasks. Key Responsibilities And...
- ...Brokers Written communications In person interactions Interacts with wide range of stakeholders (e.g. Customers, Brokers, Solicitors, Sales, Distribution, and Settlements Teams). Projects credibility and adapts personal communication style to suit different...
- ...requirements and policy Assist with servicing calculators, application packaging, and submission prep Liaise with lenders, BDMs, solicitors, valuers, and other parties as required Track application progress and update notes, statuses, and stakeholders Assist with...
- ...approvals Ensure all conditions are met before settlement Coordinate discharge authorities for refinances Liaise with lenders, solicitors, and settlement teams Maintain accurate file notes, documentation, and WIP pipeline Meet internal SLAs and service...
- ...following certifications and licenses: Certified UITF Sales Person (CUSP/TOAP), Fixed Income Market Salesman (SEC), Certified Investment Solicitor (SEC), other relevant industry certifications e.g. TIFP, ESS, CFA, CMT, etc. Willing to travel from time to time and be located...
- ...review of accounts with agency as required Highlight debtor accounts for litigation and take full responsibility to liaise with solicitors in order to issue LBA's and collate paperwork to enable full debtor litigation path to be completed where necessary. Highlight...
- ...listing details into CRM (Agent Box). Send standard correspondence to Vendor (new listing). Send standard correspondence to Solicitor (new listing, contract, S32) Save all documentation to Google Drive. Marketing Book Photo and Copywriting. Launch property...
- ...includes: Obtaining all searches pest & building reports strata reports statutory inquiries. Compiling contracts for review by solicitor. Preparing settlement figures (including contacting relevant authorities to confirm amounts owing) Liaising with real estate...
- ...are frequently checked; Indexing financial disclosure documents and Court documents; Drafting letters and emails to clients, solicitors, the Court and third parties; Assisting with the onboarding process of new clients including undertaking conflict checks,...
- ...okersWritten communica tionsIn person interac tionsInteracts with wide range of stakeholders (e.g. Customers, Brokers, Solicitors, Sales, Distribution, and Settlements Teams). Projects credibility and adapts personal communication style to suit different people...
- ...applications through to settlement Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents. Keeping the client and business partners updated throughout the loan process Handles...
- ...accurately and within agreed timescales for an agreed list of clients. Undertake and assist in specialist assignments including solicitors, insurance brokers, letting agents, charities and pension schemes, and assist in maintaining quality control standards, as and...
- ...scenarios involving non-separately rated properties , penalty interest , and rate apportionment . Experience in liaising with solicitors, brokers, lenders, and other stakeholders (primarily via email). High attention to detail and excellent organizational skills....
- ...includes: Obtaining all searches, pest & building reports, strata reports, statutory inquiries. Compiling contracts for review by solicitor. Preparing settlement figures (including contacting relevant authorities to confirm amounts owing) Liaising with real estate...
- ...communicate effectively with brokers and other team members. Client Communication: Provide ongoing communication with clients brokers solicitors and other parties to keep all stakeholders informed of settlement progress and handle any queries or issues that arise during the...
- ...the loan process Provide clear, professional updates to clients regarding application status Liaise with lenders, valuers, solicitors, and settlement agents Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups Compliance...
2000 $
...all active legal matters and ensure all entries are up-to-date. Issue invoices through Smokeball or prepare draft invoices for solicitor review. Apply the appropriate Victorian, Federal, and Family Law Court scales when needed (nice to have, but not essential)....- ...businesses implement best practice when it comes to building an offshore team. ABOUT THE CLIENT: Our client is a husband-and-wife solicitor team with a passion for delivering 5-star service to our clients. Their practice spans across Queensland and they pride ourselves...
- ...mitigating risk to ensure deadlines are met. Coordinate loan documentation issuance and execution with lender settlement teams and solicitors. Liaise with client conveyancers to resolve certification items manage contribution funds and coordinate settlement bookings....
- ...applications through to settlement Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents. Keeping the client and business partners updated throughout the loan process Post Settlement...
- ...payment submission. Discharge Documents: Organise and file copies of loan discharge documents once received from the lender/solicitor. GST Compliance: Review the contract and if GST is applicable ensure a valid GST Tax Invoice is raised and included in the settlement...
- ...calendars deadlines and schedules Communicate and coordinate with clients and external parties regarding matters as directed by solicitor members of team Client Interaction: Assist the team with prompt responses to New Client Enquiries and the process...