Senior Loan Processor (Australian Mortgage)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Bachelor's Degree
• 4+ years of experience in the mortgage industry specializing in AU loan processing.
• Experience in using MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker or other CRM Software in the mortgage broking industry.
• Has a good understanding of IT concepts and technologies.
• Exceptional customer service skills and a friendly, professional demeanor.
• Experience in Project Management Tools (Monday.com, Trello, Asana, Clickup, Notion etc)
• Must be well-organized and capable of managing and resolving conflicting priorities and schedules.
• Responsible and willing to take necessary actions and decisions to meet objectives.
• Has the capability to address a problem using a logical, systematic and sequential method.
• Exhibits strong attention to detail, with experience in reviewing complex information, identifying errors, ensuring compliance, and maintaining high accuracy through meticulous validation.

Nice to Have:

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

What will you do?

• Data entry to CRM and Apply Online (AOL)
• Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms
• Document management (collecting, renaming, organising, following up)
• Document Compliance checks (ensuring NCCP requirements are met)
• Valuations, pricing requests, credit checks
• Living expense analysis
• Calculate basic and or complex income for PAYG & Self Employed applicants.
• Complete basic servicing calculators & assist in complex servicing.
• Work on complex loan structures and loan types (multiple applicants, SMSF, trust lending, etc)
• Understand self-employed financials.
• Transcribe compliance notes from dot points to paragraph form.
• Assist in mitigating MIRs and Conditional Approval.
• Assist in researching lenders who have a specific policy to take the deal.

Join the awesome team and enjoy these benefits & perks:

• Work Set up : One month training on-site then transition to Work from Home operationally.
• Competitive salary package and annual performance review.
• Offering one-month paid training program to help you get up to speed and excel in your role.
• 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.
• Bi-Annual Vacation Leave credit/ allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Birthday, Emergency and Bereavement Leave)
• HMO Coverage (Medical, Dental and Group Life insurance).
• Mandatory Government Benefits and 13th Month Pay.
• Financial Assistance program through one of the leading FinTech Company in Philippines.
• We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself.
• Regular Company Events,
• Work Life Balance.
• Complimentary Sleeping Quarters, Coffee at no cost.         
• Complimentary Office Fitness and Wellness Facilities at no cost.                        
• 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 is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#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.