{"id":2580925,"url":"https://alion.io/job/acquire-appointment-setter","title":"Appointment Setter","company":{"id":4418402,"name":"Acquire Intelligence","domain":"acquire.ai","url":"https://alion.io/company/acquire-4","size_band":null,"is_staffing_agency":false,"employer_type":"services","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":15,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Quezon City, Philippines"],"countries":["PH"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":7500,"max_usd":16000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":1815},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-07T00:00:00Z","employer_posted_date":"2026-09-07","last_verified_at":"2026-10-15T11:52:04Z","board_verified":true,"closed_at":null,"days_open":38,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":38},"description":"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!\nAt Acquire Intelligence, our mission is to help business work smarter.\nWe bring together the best people, efficient processes, and automation to help companies grow faster and operate with confidence.\nOur purpose is to simplify how businesses work, improve performance, and lead meaningful change across the globe.\nIf you’re passionate about making a real impact through innovation and collaboration, Acquire Intelligence is the place to grow your career.\nAdvance Your Career - Join us today and be part of a team where your work makes an impact!\nWHY JOIN THE A-TEAM? Come for a career, stay for the fun!\nHere’s what’s waiting for you:\nHMO coverage for you and your family\n Epic Yearly Kick-Off Parties with major giveaways (including a car in 2023!)\nRecognition through our Value Awards - we celebrate your wins\nReal career growth with internal promotions\nMeaningful work with talented and supportive teams\nYour future matters:\n900 internal promotions every year\n2,700+ leadership training courses\nExtra rewards along the way:\n14th Month Pay for employees who complete 5 years with us\nGenerous referral incentives of up to ₱42,000 depending on the role\nEnjoy work-life balance:\n12 Vacation Leaves*\n12 Sick Leaves*\n1 Birthday Leave*\nA SNAPSHOT OF YOUR ROLE\nAppointment Setter\nLocation: Eastwood, Quezon City, office based\nEmployment type: Full time, permanent\nPosition Summary\nThe Appointment Setter is responsible for contacting and qualifying Australian mortgage and secured loan enquiries before scheduling appointments with the Manager or Back End team. The role involves collecting detailed information about each client’s financial circumstances and secured loan requirements, obtaining relevant supporting documents and preparing a complete client summary for further assessment. This is not a basic appointment setting position. The successful candidate must have experience in Australian mortgage or secured lending and be confident asking detailed financial and property related questions.\nKey Responsibilities\nClient Contact and Qualification\nContact new clients promptly to understand their lending requirements and financial circumstances.\nEstablish the purpose of the loan, required amount, preferred term and proposed repayment strategy.\nAsk detailed questions to determine whether the enquiry may be suitable for further assessment.\nConduct an initial assessment of the client’s income, expenses, assets, liabilities and credit position.\nCollect information about the client’s employment, business operations and financial history where applicable.\nClarify any missing, incomplete or inconsistent information with the client.\nIdentify potential credit risks or matters requiring further investigation.\nMaintain professional and consistent communication throughout the qualification process.\nSecured Loan Information\nProperty address and ownership\nProperty type and intended use\nEstimated property value\nExisting mortgage balance\nCurrent lender\nAvailable equity\nProposed loan amount\nLoan purpose\nPreferred loan term\nProposed repayment or exit strategy\nExisting caveats, charges or other encumbrances\nDocument Collection and Due Diligence\nRequest and collect all relevant financial and supporting documents.\nReview documents for completeness, accuracy and consistency with the information provided by the client.\nFollow the required client qualification, credit assessment and due diligence checklist.\nFollow up with clients regarding outstanding information or documents.\nEnsure sufficient information has been collected before scheduling an appointment.\nEscalate any potential credit, compliance or documentation concerns to the Manager or Back End team.\nAppointment Setting and Handover\nSchedule qualified clients for an appointment with the Manager or Back End team.\nCoordinate appointment times based on availability.\nPrepare a clear and detailed summary of the client’s circumstances and lending requirements.\nProvide the Manager or Back End team with the client summary, supporting documents and key matters requiring discussion before the appointment.\nSend appointment confirmations and reminders to clients.\nMonitor scheduled appointments and follow up on missed calls.\nReschedule missed appointments promptly where appropriate.\nMaintain accurate appointment records and outcomes in the CRM.\nCRM and Compliance\nRecord complete and accurate client notes, financial information, secured loan details and contact activity in the CRM.\nUpload and correctly organise all supporting documents.\nKeep client records updated throughout the qualification and appointment setting process.\nProtect confidential client and business information.\nComply with Australian privacy, credit and responsible lending requirements.\nFollow all internal policies, scripts, checklists and quality standards.\nRole Requirements\nA minimum of two years of direct experience in Australian mortgage lending, secured lending, credit assessment or loan qualification.\nPrevious experience in appointment setting, lead qualification, mortgage processing or credit assessment.\nStrong understanding of Australian mortgage and secured lending processes.\nExperience collecting detailed client, financial and property information.\nAbility to review financial documents, property information and existing loan commitments.\nAbility to follow a detailed credit assessment checklist and established due diligence process.\nStrong attention to detail and sound judgement when identifying credit risks.\nExcellent written and verbal English communication skills.\nConfidence in asking clients detailed and sensitive financial questions.\nStrong client engagement, objection handling and appointment setting skills.\nStrong organisational and appointment management skills.\nAbility to manage multiple enquiries and follow ups accurately.\nAbility to work effectively in a fast paced, high pressure and deadline driven environment.\nExperience using CRM systems, mortgage platforms and lender portals.\nLogistics\nWorking hours: 6:00 am to 3:00 pm PHT, Monday to Friday, aligned with AEST\nWork location: Eastwood, Quezon City office\nWork arrangement: Fully office based\nEquipment: Company PC and dual monitors provided on site\nJoin the A-Team and experience the A-Life!","description_format":"text","description_chars":6474,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"Upper-Intermediate (B2)","optional":true}]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-15T01:54:01Z"}],"visa":[],"liveness":{"score":9,"band":"cold","label":"Long shot","p_open":1,"p_active":0.339,"p_room":0.28,"age_days":38,"expected_fill_days":17,"reasons":["conf:3","stale_co","win:tail","crowd:junior,brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/acquire-appointment-setter","json_url":"https://alion.io/job/acquire-appointment-setter.json","meta":{"generated_at":"2026-10-15T14:56:57Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22900,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4418402},"rest":"https://alion.io/mcp/rest/get_company?id=4418402"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Facquire-appointment-setter"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Facquire-appointment-setter"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Facquire-appointment-setter"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/acquire-appointment-setter\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Facquire-appointment-setter"}]}