Senior Mortgage Broker Assistant

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, as a Mortgage Loan Processor. This role offers a competitive salary, a one-month paid training program, and the opportunity to transition to work from home after initial on-site training. You will be responsible for various tasks, including data entry, document management, compliance checks, and loan calculations. The ideal candidate possesses a Bachelor's degree, 4+ years of mortgage industry experience, and proficiency in CRM software. ConnectOS provides a comprehensive benefits package, including HMO coverage, paid time off, and various bonuses and incentives.

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 CRM 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 & Self Employed applicants
• Complete basic servicing calculators & assist in complex servicing
• Work on complex loan structures and loan types (multiple applicants, SMSF, trust lending, etc)
• Understand self-employed financials
• Transcribe compliance notes from dot points to paragraph form
• Assist in mitigating MIRs and Conditional Approval
• Assist in researching lenders who have a specific policy to take the deal

Preferred Qualifications

• Experience in HubSpot
• Certificate IV Financing & Mortgage Brokering

Benefits

• Work Set up : One month training on-site then transition to Work from Home operationally
• Competitive salary package and annual performance review
• Offering one-month paid training program to help you get up to speed and excel in your role
• 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
• Bi-Annual Vacation Leave credit/allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Birthday, Emergency and Bereavement Leave)
• HMO Coverage (Medical, Dental and Group Life insurance)
• Mandatory Government Benefits and 13th Month Pay
• Financial Assistance program through one of the leading FinTech Company in Philippines
• We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself
• Regular Company Events
• Work Life Balance
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA