ConnectOS is hiring a
Broker Specialist in Philippines

Logo of ConnectOS
Broker Specialist
🏢 ConnectOS
💵 $7k-$9k
📅 Posted on Jun 11, 2024


The job is for a position in Australian Mortgage Broking with a salary range of P35,000 to P48,000 per month. The role involves handling client loan applications, distributing documents, reviewing client documents, initiating new loan applications, and facilitating application validation. Required skills include experience in using specific CRM and project management tools, with a nice-to-have skill being HubSpot and Certificate IV Financing & Mortgage Brokering.


  • Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking
  • Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM
  • Experience in using Project Management Tools such as, Asana, Notion, Trello etc)


  • Handle, analyze and prepare client loan applications
  • Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find
  • Review client documents and fact-find sessions and manage data entry and credit report requests
  • Initiate new loan applications after lead generation or Online Fact Find
  • Share the Game Plan with customers for review and e-signature
  • Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
  • Facilitate application validation and final checks in Apply Online

Preferred Qualifications

  • Experience in HubSpot
  • Certificate IV Financing & Mortgage Brokering


  • Hybrid (Initially Office Based Training and will transition to Work from Home)
  • Medical, Dental Coverage and Life insurance from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Complimentary Sleeping Quarters, Coffee at no cost
  • Complimentary Office Fitness and Wellness Facilities at no cost
  • Regular Company Events, Work Life Balance, and Career growth opportunities
  • Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
Help us out by mentioning to ConnectOS that you discovered this job opportunity on JobsCollider. Your support is greatly appreciated. Thank you 🙏
Disclaimer: Please check that the job is real before you apply. Applying might take you to another website that we don't own. Please be aware that any actions taken during the application process are solely your responsibility, and we bear no responsibility for any outcomes.

Similar Jobs