Loan Processor

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work certified company, and be part of the largest and most progressive aggregator group in Australia and New Zealand. This exciting opportunity offers a competitive salary package (P35,000 to P60,000 monthly), a one-month paid training program, and flexible work arrangements (work from home, hybrid, or on-site). You will handle end-to-end loan processing and administration for Australian Mortgage Broking, working with various CRM systems. Enjoy numerous benefits including monthly rewards, opportunities for professional development (CERT IV in Mortgage Broking and Finance), access to a financial assistance program, and excellent employee-wellbeing facilities. ConnectOS supports over 6,000 brokers and advisers, helping over 300,000 customers settle over $130 billion worth of loans.

Requirements

• Minimum 2 years experience in end to end processing and administration of loan with Australian Mortgage Broking
• Experience in using any of the following: MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium

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

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