Offer summary

Qualifications:

Proven experience as a mortgage broker, platform trainer, or CRM coach in residential lending., Understanding of Salestrekker 2.0 or similar platforms used in mortgage broking., Strong communication and presentation skills to simplify complex concepts., Certificate IV in Finance and Mortgage Broking or equivalent (desirable)..

Key responsibilities:

Design and deliver virtual and in-person training programs for mortgage brokers.

Coach brokers individually and in groups on platform usage and best practices.

Develop training materials such as user guides, videos, and FAQs.

Track training outcomes and identify further coaching needs.

Job description

Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)

What are we looking for?

Proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending.
Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses.
Strong communication and presentation skills; able to simplify complex concepts for brokers.
Ability to work autonomously as a contractor and manage your own schedule.
Experience creating training resources (written, video, or interactive).
Certificate IV in Finance and Mortgage Broking or equivalent (desirable).
Comfortable with remote training technology and digital communication tools.

What will you do?

As a Platform Trainer, you will:

Design and deliver training programs (virtual and in-person) tailored to residential mortgage brokers, focusing on the full suite of Salestrekker 2.0 features and best practices for home loan origination and client management.
Coach brokers one-on-one and in groups, ensuring they can efficiently use Salestrekker 2.0 for workflow automation, compliance, and client service in residential lending.
Develop user guides, video tutorials, and FAQs to support ongoing learning and adoption of new Salestrekker 2.0 features.
Act as a subject matter expert, providing feedback to our team on broker challenges and platform improvement opportunities.
Track and report on training outcomes, identifying further coaching needs.

Key Responsibilities

Deliver engaging, practical training sessions that address brokers’ real-world challenges in residential lending.
Guide brokers through Salestrekker 2.0’s automation, workflow, and client management tools, with a focus on residential mortgage processes.
Support brokers in configuring lender settings and compliance workflows for residential loans.
Troubleshoot platform issues and provide actionable solutions.

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 dynamic and growing enterprise based in Australia and New Zealand, aiming to be a "single-point super-supermarket of financial services" for both retail and wholesale markets. Their growth strategy involves both organic expansion and value-accretive acquisitions of existing retail operations.

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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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