ConnectOS is hiring a
Broker Support

Summary

The job is for an admin support staff member in the Australian lending market at ConnectOS, based in Metro Manila. Responsibilities include data entry, document management, lender communication, client service support, settlement coordination, compliance tasks, task tracking, post-settlement responsibilities, and interest rate review. Requirements are a graduate degree, 1-2 years admin experience in the Australian lending market (preferred), knowledge of current Australian lender policies and loan structures, strong problem solving, mathematical skills, high proficiency with MS Office, and strong communication skills. Preferred requirements include attention to detail, team player attitude, and experience using ApplyOnline, Quickly, Infynity or other loan application software.

Requirements

• Graduate of any degree
• Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage
• Strong problem solving, and mathematical skills are required
• Honest, reliable, and hardworking is essential
• Highly proficient with MS Office
• Strong communication skills (verbal and written) is required

Responsibilities

• Accurately entering the Client Fact Find using our aggregation software, Infynity
• Completing the Statement of Credit Advice (SOCA) and entering details into AOL
• Creating lenders' document checklists for brokers with all required documents for the application
• Properly labeling and organizing client-supporting documents
• Following up with lenders from application submission to settlement
• Providing updates on assessment timelines and outstanding requirements
• Completing lenders' discharge forms on behalf of clients
• Managing settlement bookings and ensuring timely communication of updates
• Completing and reviewing compliance tasks using Infynity and SOCA
• Updating Pipedrive with current application statuses and necessary actions
• Using Pipedrive for effective communication and task allocation between brokers and the support team
• Issuing post-settlement confirmation letters (disbursement letters)
• Providing clients with payment details, including first payment information and account specifics
• Applying for pricing for existing clients and directly emailing new pricing details to clients

Preferred Qualifications

• At least 1-2 years admin experience in the Australian lending market is an advantage
• Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance is highly regarded
• Experience using ApplyOnline, Quickly, Infynity or any other loan application software is preferred
• Attention to detail
• Team player and positive attitude at work

Benefits

• 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