Broker Service Loan Processing (Australian Mortgage Broker)
ConnectOS, Philippines

Broker Service amp; Loan Processing (Australian Mortgage Broker)

Cebu City, Central Visayas, Philippines

Mortgages (Banking amp; Financial Services)

Full-Time

30,000 - 40,000

Requirements:

• Bachelor’s Degree in Business Management, Finance or related preferred.
• 3+ years experience in the AU mortgage market
• Experience using MyCRM is required.
• Experience in Project Management Tools such as Monday.com, Trello, Asana, etc preferred.

Responsibilities:

Loan Management, Admin, and Business Development Duties:

• Handle, analyse and prepare client loan applications
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find
• Review client documents and fact-find sessions, and manage data entry and credit report requests
• Initiate new loan applications after lead generation or Online Fact Find
• Share the Game Plan with customers for review and e-signature
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
• Facilitate application validation and final checks in Apply Online
  

Compliance and Quality Assurance:

• Review and adjust loan submissions to meet lender requirements and ensure high submission quality
• Familiarize yourself with lender checklist requirements for loan submissions
• Adhere to industry regulations, including those set by ASIC

Benefits:

• Permanent WFH role
• Benefits Package from Day One including HMO coverage
• Paid Time Off and Quarterly Sick-Leave Conversion
• Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)

Why Join Us?

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client is the largest Australian + New Zealand mortgage and finance broking aggregator with a large Philippine team. Client will provide training with local support.

#ConnectOS30

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