Senior Broker Service Specialist

Summary

Join ConnectOS, a top-rated Philippines employer and Great Place to Work certified company, as an AU Loan Processor! This role offers a competitive salary, comprehensive benefits, and opportunities for career growth. You will be responsible for processing AU loans, managing documents, and ensuring compliance. The position requires a Bachelor's degree, 4+ years of mortgage industry experience, and proficiency in various software applications. After one month of onsite training, you will transition to a full work-from-home setup. ConnectOS is part of the largest and most progressive aggregator group in Australia and New Zealand, supporting a vast community of brokers and advisors.

Requirements

• Bachelor's Degree
• 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
• Has a good understanding of IT concepts and technologies
• Exceptional customer service skills and a friendly, professional demeanor
• Experience in Project Management Tools (Monday.com, Trello, Asana, Clickup, Notion etc)
• Must be well-organized and capable of managing and resolving conflicting priorities and schedules
• Responsible and willing to take necessary actions and decisions to meet objectives
• Has the capability to address a problem using a logical, systematic and sequential method
• Exhibits strong attention to detail, with experience in reviewing complex information, identifying errors, ensuring compliance, and maintaining high accuracy through meticulous validation

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, organising, 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

Preferred Qualifications

Certificate IV Financing & Mortgage Brokering

Benefits

• One month of onsite training will transition to a full WFH set-up
• 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