Senior Broker Service Specialist

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, and contribute to a leading aggregator group in Australia and New Zealand. This role involves processing AU loans, requiring 4+ years of mortgage industry experience and a Bachelor's degree. You will manage the entire loan application process, from data entry to compliance checks, working with various software and tools. The position offers a competitive salary, comprehensive benefits, and professional development opportunities, including the chance to earn a CERT IV in Mortgage Broking and Finance. Work arrangements are flexible, with options for work from home, hybrid, or on-site. ConnectOS provides a supportive and engaging work environment with numerous perks and benefits.

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

• Induction training program for 3 weeks on-site
• Offering one-month paid training program to help you get up to speed and excel in your role
• Available 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
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly
• Access to Emergency and Bereavement Leave
• 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
• Prime Location Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila