Remote Loan Processor

Summary

Join the awesome team at ConnectOS and enjoy a competitive salary package, annual appraisal, paid vacation and sick leave, medical, dental coverage, life insurance, homebased work environment, and career growth opportunities.

Requirements

• 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 Monday.com, Asana, Notion, Trello etc)

Responsibilities

• Handle, analyse 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

Benefits

• Homebased (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
• Regular Company Events, Work Life Balance, and Career growth opportunities