Broker Support (AU Mortgage, Homebased)

Salary: P 40,000-50,000 (Monthly Package)

Schedule: Monday – Friday (06:00 AM - 03:00 PM Local Time)

What are we looking for?

Skills Required:

• Graduate of any degree.
• At least 1-2 years admin experience in the Australian lending market is an advantage
• Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage.
• Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance is highly regarded.
• Strong problem solving, and mathematical skills are required. Honest, reliable, and hardworking is essential.
• Experience using ApplyOnline, Quickly, Infynity or any other loan application software is preferred
• Highly proficient with MS Office
• Strong communication skills (verbal and written) is required.

Nice to Have:

• Attention to detail
• Team player and positive attitude at work

What will you do?

1. Data Entry:

• Accurately entering the Client Fact Find using our aggregation software, Infynity.
• Completing the Statement of Credit Advice (SOCA) and entering details into AOL.

2. Document Checklist:

• Creating lenders' document checklists for brokers with all required documents for the application.
• Properly labeling and organizing client-supporting documents.

3. Lender Communication and Updates:

• Following up with lenders from application submission to settlement.
• Providing updates on assessment timelines and outstanding requirements.

4. Client Service Support:

• Completing lenders' discharge forms on behalf of clients.

5. Settlement Coordination:

• Managing settlement bookings and ensuring timely communication of updates. \

6. Compliance:

• Completing and reviewing compliance tasks using Infynity and SOCA.

7. Task Tracking:

• Updating Pipedrive with current application statuses and necessary actions.
• Using Pipedrive for effective communication and task allocation between brokers and the support team.

8. Post-Settlement Responsibilities:

• Issuing post-settlement confirmation letters (disbursement letters).
• Providing clients with payment details, including first payment information and account specifics.

9. Interest Rate Review:

• Applying for pricing for existing clients and directly emailing new pricing details to clients

Join the awesome team and enjoy these benefits & perks:

• Work from Home
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client's network extends beyond just providing mortgage broking services and wealth creation advice. They project manage all other areas of client’s finance and property purchase needs through deep relationships with other trusted and qualified conveyancing, accounting, buyer’s agent, and realty professionals.

#ConnectOS #TeamConnectOS

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.