Senior Broker Assistant

Summary

Join ConnectOS as a Senior Mortgage Broker Assistant and support Australian mortgage brokers with administrative tasks, loan application processing, and communication with stakeholders. You will manage documentation, maintain CRM systems, and ensure a smooth customer experience. This role demands proficiency in using various software and tools, including CRM systems, Google Workspace, and project management platforms. The position requires a Certificate IV in Financing & Mortgage Brokering, a Bachelor's Degree, and 2+ years of experience in the Australian mortgage broking industry. ConnectOS offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Requirements

• Certificate IV Financing & Mortgage Brokering
• Bachelor's Degree in a relevant course
• 2+ years of experience in Australian mortgage broking industry specializing in AU loan processing
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker or other CRM Software in the mortgage broking industry
• 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, Asana etc)

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)

Benefits

• Induction training program for 4 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
• 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