Loan Brokerage Assistant (AU Mortgage, WFH) Up to 15K Sign On Bonus

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)

What will you do?

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
• Living expense analysis
• 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.
• 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
  
  

Skills Required

• Bachelor's Degree in a relevant course.
• Minimum of 2 years of experience in the Australian mortgage broking industry specialising in AU loan processing.
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker.
• Experience using any Project/Task Management Tools (Monday.com, Trello, Airtable etc).
  
  

Nice To Have

• Experience in MyCRM Software
• Certificate IV Financing & Mortgage Brokering
  
  

Join the awesome team and enjoy these benefits & perks:

Benefits

• WFH Engagement
• Induction training program
• 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 or Hybrid or on-site.
• 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
  
  

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.

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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.