Senior Loan Processor

Summary

Join ConnectOS and become a Senior Loan Processor, assisting Australian mortgage brokers with loan application preparation, processing, and tracking. You will communicate with stakeholders, manage documentation, maintain CRM systems, and ensure timely application processing from pre-submission to post-approval. This role demands proficiency in using various software and tools, including aggregator CRMs and project management platforms. The position requires a Bachelor's degree, over four years of experience in the Australian mortgage broking industry, and expertise in handling complex financial documents. Enjoy a competitive salary, flexible work arrangements, and numerous benefits, including a paid training program and opportunities for professional development.

Requirements

• Bachelor’s Degree in a relevant course
• More than 4 years of experience in an Australian mortgage broking industry specialising in AU loan processing
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker
• 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 etc)
• Experience with an LMG brokerage working with multiple brokers in a fast paced business and MyCRM software

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 client information to MyCRM (LMG CRM system)
• 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

Preferred Qualifications

Certificate IV Financing & Mortgage Broking

Benefits

• An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers
• Offers one-month onsite paid training program, to help you get up to speed and excel in your role
• Flexible Work Set up: Work from Home or Hybrid or on-site
• Competitive salary package and annual performance review, monthly rewards and recognition program
• 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
• Access to knowledge base tools, resource center and training library
• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded
• 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
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners
• Complimentary coffee and ice cream every day
• Sleeping Quarters and Shower rooms for comfort and convenience