ConnectOS is hiring a
Broker Specialist in Philippines

Summary

The job is for a position in Australian Mortgage Broking with a salary range of P35,000 to P60,000 per month. The role involves handling client loan applications, distributing documents, reviewing client documents, initiating new loan applications, and more. Required skills include at least 2 years of work experience in end-to-end processing and administration of loans with Australian Mortgage Broking, experience using specific CRM and project management tools.

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

• Nice to Have: 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
• 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