Schedule: Monday – Friday (6:00 AM - 3:00 PM PHT)
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:
- 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 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 applicants.
- Complete basic servicing calculators & assist in complex servicing.
- Understand self-employed financials.
- Transcribe compliance notes from dot points to paragraph form.
- Work on complex loan structures and loan types (multiple applicants, SMSF, trust lending, etc)
- 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:
Benefits
- Induction training program for 3 weeks on-site.
- 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
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.
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.
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