Senior Broker Service Officer

Summary

Join ConnectOS as a Senior Broker Service Officer and assist Australian mortgage brokers with administrative tasks related to loan applications. You will manage documentation, update CRMs, and track applications from pre-submission to post-approval. This role requires experience in the Australian mortgage broking industry, proficiency in various software, and strong financial understanding. Enjoy a competitive salary, comprehensive benefits including HMO coverage, paid time off, and professional development opportunities. Work from home, hybrid, or on-site options are available. ConnectOS offers a supportive and rewarding work environment.

Requirements

• Certificate IV Financing & Mortgage Brokering
• Bachelor's Degree in a relevant course
• 2+ years of experience in Australian mortgage broking industry specializing in AU loan processing
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker or other CRM Software in the mortgage broking industry
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook
• Experience using Project/Task Management Tools (Monday.com, Trello, Airtable, Asana etc)

Responsibilities

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks and transcribing notes from summaries to detailed responses
• Calculate income for both PAYG and Self Employed applicants
• Understand and interpret complex financials (Self employed, trusts and company)
• Complete lender servicing calculators
• Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender
• Living expense analysis
• Assist in researching lenders who have a specific policy to suit the clients requirements
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms
• Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate
• Pricing requests across multiple lenders, for new applications and settled loans
• Generating comprehensive credit reports and being able to interpret them
• Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions
• Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission
• Ensuring settlement occurs on time and meets crucial deadlines
• Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)

Benefits

• Induction training program : 4 weeks on-site
• Work Set up: Work from Home or Hybrid or on-site
• Competitive salary package and annual performance review, monthly rewards and recognition program
• Offering one-month paid training program to help you get up to speed and excel in your role
• 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
• Bi-Annual Vacation Leave credit/allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Birthday, 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. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself
• Regular Company Events, Work Life Balance
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA