Senior Broker Assistant (AU Mortgage Broker, WFH)
What are we looking for?
The purpose of a Loan Processor is to assist Australian mortgage brokers with administrative tasks to process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes
Skills Required:
- Bachelor's Degree in a relevant course.
- Minimum 2 years of experience in the AU Mortgage Industry specializing in loan processing.
- Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker or other CRM Software in the mortgage broking industry.
- Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
- Experience using Project/Task Management Tools (Monday.com, Trello, Airtable, Asana etc).
What will you do?
- Document management (collecting, renaming, organising, following up sensitive supporting documentation)
- NCCP Compliance checks
- Calculate income for both PAYG and Self-Employed Applicants
- Understand and interpret complex financials (Self-Employed, Trust and Company)
- Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
- Living expense analysis
- Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
- Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
- Pricing requests across multiple lenders, for new applications and settled loans.
- Generating comprehensive credit reports and being able to interpret them.
- Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions.
- Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission.
- Ensuring settlement occurs on time and meets crucial deadlines.
Join the awesome team and enjoy these benefits & perks:
Benefits
- Offering three weeks paid training program to help you get up to speed and excel in your role.
- Work Onsite with premium pay
- Competitive salary package and annual performance review, monthly rewards and recognition program.
- Opportunity to attend events and travel to Australia.
- Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
- Access to knowledge base tools, resource center and training library.
- HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
- Mandatory Government Benefits and 13th Month Pay
- Leave credits and convertible to cash of unused sick leave, paid quarterly.
- Access to Emergency and Bereavement Leave
Financial Perks:
- Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
- Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.
Work-Life Integration and Perks:
- WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
- Regular company-wide events, engagement activities, and a culture that values work-life balance
- Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
- Cafeteria with affordable food concessionaire partners.
- Complimentary coffee and ice cream every day.
- Sleeping Quarters and Shower rooms for comfort and convenience.
Prime Location
- Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.
#ConnectOSCareers #JoinConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
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Company profile
ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions.
ConnectOS is one of the fastest-growing offshoring companies in the world. Founded by our Australian CEO, we help companies across a range of industries activate their capability strategies and optimise their business operations with smarter ways to solve resourcing challenges.
Our vibrant, modern work environments achieve high levels of employee engagement: happy, healthy, committed people who love what they do. ConnectOS Team HQ is located at Mega Tower, EDSA in the heart of Manila, Philippines. Our Client Support HQ is based in Melbourne, Australia.
What Our Employees Says About Us!
"Working with ConnectOS is one of the professional experience I have. Everyone is very friendly, they respond very quickly if you have concern. They also have good benefits like HMO, and they are very easy to approachable." - Sale Development Team
"If you're looking for a work-from-home setup and promoting work-life balance, ConnectOS is the way to go." - Support Operations Engineer
"ConnectOS is indeed a great place to work, from having a hybrid setup, employees may enjoy being at home or go to the office to enjoy the company of their colleagues." - QA Analyst
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