Loan Processor

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, and contribute to a leading aggregator group in Australia and New Zealand. This role involves managing loan applications, performing compliance checks, and ensuring timely settlements. You will be responsible for data entry, document management, and communication with valuation firms. The position offers a competitive salary, comprehensive benefits, and opportunities for professional development. Work from home, hybrid, or on-site options are available. ConnectOS provides a supportive and engaging work environment with various perks and benefits.

Requirements

• 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
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook
• Experience using Project/Task Management Tools (Monday.com, Trello, Airtable etc)

Responsibilities

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks
• Data entry of client information to MyCRM (CRM system)
• 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

Preferred Qualifications

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

Benefits

• Induction training program for 4 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
• 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
• 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