Remote Broker Support

Summary

Join the awesome team at ConnectOS and enjoy a competitive salary package, work from home, medical, dental coverage, life insurance, paid vacation and sick leave, financial assistance program, and more!

Requirements

• Graduate of any degree
• At least 1-2 years admin experience in the Australian lending market is an advantage
• Knowledge of current Australian lender policies and capacity to stay on top of lender and market policy movements is an advantage
• Familiarity with loan structures, particularly the difference between Asset Finance and Mortgage Finance is highly regarded
• Strong problem solving, and mathematical skills are required. Honest, reliable, and hardworking is essential
• Experience using ApplyOnline, Quickly, Infynity or any other loan application software is preferred
• 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

• 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