Loan Processing Specialist

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, and contribute to a leading Australian and New Zealand aggregator group. This role offers a competitive salary, annual performance reviews, and a comprehensive benefits package. You will work remotely (WFH) on a Monday-Friday schedule (06:30 AM - 03:30 PM PHT). The position involves supporting brokers and customers throughout the mortgage process, requiring excellent customer service and communication skills. ConnectOS provides various perks, including WFH engagements, regular company events, and a referral bonus program.

Requirements

• At least 2+ years’ experience in the AU Mortgage
• Experience working with AOL Data Entry, ideally MyCRM
• Great customer service
• Excellent English speaking skills both formally and casually. Need to be able to have a conversation
• Ability to connect with people and build strong relationships
• Proactive, creative, can think outside the box
• High degree of Accuracy and attention to detail
• Can complete task within the set deadlines

Responsibilities

• Sending and responding on emails to customers and follow ups
• Contacting customers via phone and email to support them through the journey which will require excellent customer service
• Setting up meetings between broker and customer
• Working with Broker in gathering document and renaming
• Checking documents to ensure all information required is available and correct
• Contacting banks broker support teams and BDM’s (different scenarios)
• Ordering valuations, pricing and credit check
• Completing all other tasks (post settlement)
• Reviewing financial statements and supporting documents, conducting servicing and scenario research, performing credit analysis, and running borrowing capacity calculators
• Assist brokers in checking deals, policies, and scenarios with banks and lenders
• Work closely with brokers to structure loans and identify suitable solutions for clients
• Prepare and submit mortgage applications

Benefits

• WFH
• Competitive salary package and annual performance review
• Vacation Leave and Sick Leave credit/ allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Emergency and Bereavement Leave)
• HMO Coverage (Medical, Dental and Group Life insurance)
• Mandatory Government Benefits and 13th Month Pay
• Financial Assistance program through one of the leading FinTech Company in Philippines
• We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make
• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance