Offer summary

Qualifications:

2-3 years of experience in mortgage credit assessment and structuring loan options., Background in finance, lending, or a related field., Proficiency in MS Office, especially Excel, and strong communication skills., Solid understanding of lending policies and income verification..

Key responsabilities:

Analyze client income, debts, and financial standing to assess borrowing capacity.

Apply lending policies effectively during client assessments.

Review and verify income documents for accuracy.

Collaborate with brokers and lender BDMs to resolve lending scenarios.

Job description

Salary: P70,000-P90,000 (Monthly Package)

Schedule: Monday-Friday (07:00 AM-04:00 PM PHT)

What are we looking for?

Skills Required:

2-3 years of experience in mortgage credit assessment, particularly in structuring loan options for clients
A background in finance, lending, or a related field
Proficiency in MS Office
Strong communication and collaboration skills, especially when working with brokers and stakeholders
A solid understanding of lending policies, income verification, and experience with servicing calculators

Nice to Have:

Proficiency in MS Office, particularly Excel, is essential. Experience with CRM tools, including Pipedrive and Infynity, is an advantage
Familiarity with servicing calculators and other lending-related software is also beneficial for assessing loan options.

What will you do?

Client Scenario Assessment: Proficiency in analysing income (PAYG and self-employed), debts, and overall financial standing to assess borrowing capacity.
Lending Policy Application: Thorough understanding of lending policies and the ability to apply them effectively during client assessments.
Income Verification Expertise: Skilled in reviewing and verifying income documents, including payslips, tax returns, and BAS statements.
Proficiency in Servicing Calculators: Experience using servicing calculators to assess loan affordability.
Collaboration and Communication: Strong ability to collaborate with brokers and lender BDMs to gather additional information or resolve lending scenarios.
Data Organization and Reporting: Proficiency in Excel to manage client assessments and create presentations for clients.
Record-Keeping Skills: Competence in maintaining well-documented and accurate client files in the CRM, ensuring compliance, traceability, and meticulous attention to detail

Join the awesome team and enjoy these benefits & perks:

WFH
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 a venture capital and builder firm in Southeast Asia, founded in 2011. They focus on investing in early-stage technology companies, particularly in the e-commerce sector (B2B and B2C) and related areas like logistics.

#ConnectOSCareers #JoinConnectOS

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.

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