Loan Processor (AU Financial Industry, Hybrid)
ConnectOS, Philippines
Job Description
Salary: P50,000 to P60,000 (Monthly Package)
Schedule: Monday Friday (09:00 AM - 06:00 PM AEST)
What are we looking for?
Skills Required:
- Finance / Accounting background or degree is essential.
- Senior level of 3-5 plus years Australian loan structuring and processing experience is preferred.
- Strong knowledge and expertise in analyzing financial documents and evaluating suitable structuring alternatives.
- Comprehensive knowledge of current Australian lender policies and capacity to stay updated with lender and market policy movements required.
- Experience with MyCRM and ApplyOnline/LoanApp is desirable.
- Australian credit knowledge and regulatory requirements is desirable.
- Possess strong communication skills (verbal and written). Deal with clients, lenders, colleagues, and various parties daily via email and phone.
What will you do?
- Provide comprehensive lending scenarios, structuring and servicing support to a high-performance Broker as well as managing the client application process from lodgment to settlement.
- Liaise daily with clients via phone and email to understand their lending requirements and motivation/goals and collect the relevant details, including a client profile/fact find, budget, supporting documents, for loan assessment.
- Daily you will liaise with lender and other agents to drive the lending scenario analysis, structuring and preparing loan application, including completing servicing, loan structure analysis, strategies to get the deal together, ordering valuations and credit report and managing the client’s expectations.
- Assess credit worthiness of each client opportunity. This includes understanding the client’s motivation for obtaining finance, interpreting details and documents provided by clients.
- Understand and interpret financials for self-employed individuals, company/trust structures and other complex financial situations is essential.
- End to end process the loan application from submit to post settlement. Liaise with the client and broker and manage the application. Stay ahead of the client and broker with communication, tasks, and timeframes. Truly manage the process and outcomes.
- Contribute to continuous improvement and team development Improving internal tasks and procedures, client communication, ensure high level of product and lender policy knowledge.
- Adhere to various legal, compliance, credit, and customer service standards.
- Proactively manage relationships with various lenders’ key personnel as these are vital for them to support us and our clients.
- Develop a strong understanding of client platforms: MyCRM, Dropbox, ApplyOnline, LoanApp, Box.
Join the awesome team and enjoy these benefits amp; perks:
- Hybrid Work Setup
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client is a trusted provider of tailored recruitment and consulting services in the field of Primary healthcare across Australia. With their dedicated support, GPs can effortlessly and swiftly land an amazing new job. When it comes to consulting, they offer a comprehensive range of expertise in Primary care, such as conducting feasibility assessments for medical centers evaluating programs, reviewing funding opportunities, and providing invaluable assistance in managing and staffing urgent care clinics.
#ConnectOS #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.