Broker Service Expert

Summary

Join a leading aggregator group in Australia and New Zealand as a Loan Processor, assisting mortgage brokers with administrative tasks. You will manage loan applications from pre-submission to post-approval, ensuring timely processing and compliance. Responsibilities include document management, compliance checks, income calculations, data entry, and communication with stakeholders. The role requires a Bachelor's degree, at least one year of experience in the Australian mortgage broking industry, and proficiency in various software and CRM systems. Enjoy flexible work arrangements, competitive salary, and professional development opportunities. ConnectOS offers a supportive work environment with numerous benefits and perks.

Requirements

• Bachelor’s Degree in a relevant course
• At least 1 year 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
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook
• Experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable etc)

Responsibilities

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks and transcribing notes from summaries to detailed responses
• Calculate income for PAYG applicants
• Complete lender servicing calculators
• Data entry of client information to MyCRM
• Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender
• Living expense analysis
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms
• 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
• Generating comprehensive credit reports and being able to interpret them
• 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
• Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)

Benefits

• An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers
• Offers one-month onsite paid training program, to help you get up to speed and excel in your role
• Flexible 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
• 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
• 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