Offer summary

Qualifications:

Bachelor's Degree in a relevant field., 2+ years of experience in the mortgage industry, specifically in AU loan processing., Proficiency in CRM software such as MyCRM, Infynity, and Mercury Nexus., Strong customer service skills and a good understanding of IT concepts..

Key responsibilities:

Perform data entry into MyCRM and Apply Online (AOL).

Generate application paperwork, including compliance checks and valuation requests.

Conduct credit checks and analyze living expenses.

Ensure all documentation meets NCCP requirements.

Job description

Schedule: Monday – Friday (6:00 AM - 3:00 PM PHT)

What are we looking for?

Skills Required:

Bachelor's Degree
2+ 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.

Nice to Have:

Experience in HubSpot
Certificate IV Financing & Mortgage Brokering

What will you do?

Data entry to MyCRM and Apply Online (AOL)
Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms.
Document Compliance checks (ensuring NCCP requirements are met)
Valuation, pricing request, credit checks
Living Expenses analysis

Join the awesome team and enjoy these benefits & perks:

Benefits

Offering one-month paid training program to help you get up to speed and excel in your role.
Available Work Set up: Work from Home
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:

Regular company-wide events, engagement activities, and a culture that values work-life balance.

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.

#ConnectOSRecruitment #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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#ConnectOSNonTech

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