ConnectOS is hiring a
Senior Broker Service Specialist, Remote - 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