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Senior Broker Assistant (AU Mortgage, Home-based) Cebu

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

Bachelor's degree preferred, Certificate IV Financing Mortgage Brokering required, 4+ years of mortgage industry experience, Experience with CRM and project management tools, Strong attention to detail and compliance knowledge.

Key responsabilities:

Data entry into MyCRM and Apply Online
Generate application paperwork and manage documents
Conduct compliance checks and valuations
Analyze living expenses and calculate income for applicants
Assist in complex loan structures and policies research

ConnectOS Large https://www.connectos.co/

1001 - 5000 Employees

See more ConnectOS offers

Job description

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

Bachelor's degree preferred
Certificate IV Financing & Mortgage Brokering required
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.
Experience in Project Management Tools (Monday.com, Trello, Asana, Clickup, Notion etc)
Has a good understanding of IT concepts and technologies.
Exhibits strong attention to detail, with experience in reviewing complex information, identifying errors, ensuring compliance, and maintaining high accuracy through meticulous validation.

What will you do?

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, organizing, 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

Join the awesome team and enjoy these benefits & perks:

Home-based
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
Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOS #ConnectOSCareers #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.