Broker Service Experts

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, as a Mortgage Loan Processor! This role offers a competitive salary, monthly rewards, and opportunities for professional development, including earning a CERT IV in Mortgage Broking and Finance. You will be responsible for data entry, generating application paperwork, document compliance checks, and various other tasks related to mortgage loan processing. The position requires a Bachelor's degree, at least two years of experience in the mortgage industry specializing in AU loan processing, and proficiency in various CRM software. Enjoy flexible work arrangements (work from home, hybrid, or on-site) and a comprehensive benefits package including HMO coverage, paid training, and access to excellent employee facilities.

Requirements

• Bachelor's Degree
• Minimum of 2 years 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

Responsibilities

• 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

Preferred Qualifications

• Experience in HubSpot
• 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
• 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 LocationConveniently located at Mega Tower, EDSA --- the heart of Metro Manila