ConnectOS is hiring a
Senior Broker Service Specialist, Remote - Philippines
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Senior Broker Service Specialist closed
🏢 ConnectOS
💵 $9k-$11k
📍Philippines
Summary
The job is for a loan processor in the mortgage industry with at least 4 years of experience. The role involves data entry, document management, compliance checks, valuations, pricing requests, credit checks, and assisting in complex loan structures. A bachelor's degree is preferred, while a Certificate IV Financing & Mortgage Brokering is required.
Requirements
- Bachelor's degree preferred
- Certificate IV Financing & Mortgage Brokering required
- 4+ years of experience in the mortgage industry specializing in AU loan processing
- Experience in using MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker or other CRM software in the mortgage broking industry
- Experience in Project Management Tools (Monday.com, Trello, Asana, Clickup, Notion etc)
- Has a good understanding of IT concepts and technologies
Responsibilities
- Data entry to MyCRM and Apply Online (AOL)
- Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms
- Document management (collecting, renaming, organizing, following up)
- Document Compliance checks (ensuring NCCP requirements are met)
- Valuations, pricing requests, credit checks
- Living expense analysis
- Calculate basic and or complex income for PAYG applicants
- Complete basic servicing calculators & assist in complex servicing
- Understand self-employed financials
- Transcribe compliance notes from dot points to paragraph form
- Work on complex loan structures and loan types (multiple applicants, SMSF, trust lending, etc)
- Assist in mitigating MIRs and Conditional Approval
- Assist in researching lenders who have a specific policy to take the deal
Benefits
- Home-based
- 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
- Regular Company Events, Work Life Balance, and Career growth opportunities
This job is filled or no longer available
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