Loan Processing Specialist (AU Mortgage, WFH)

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Minimum 2+ years of experience in AU Mortgage processing., Experience with AOL Data Entry and MyCRM is preferred., Excellent English communication skills, both formal and casual., Strong attention to detail and ability to meet deadlines..

Key responsibilities:

  • Communicating with customers via email and phone to support their mortgage journey.
  • Assisting brokers in gathering documents and checking deal details.
  • Preparing and submitting mortgage applications and supporting documents.
  • Collaborating with brokers and banks to structure loans and find suitable solutions.

ConnectOS logo
ConnectOS Large https://www.connectos.co/
1001 - 5000 Employees
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Job description

Schedule: Monday – Friday (06:30 AM 03:30 PM PHT)

What are we looking for?

Skills Required:

  • At least 2+ years’ experience in the AU Mortgage
  • Experience working with AOL Data Entry, ideally MyCRM
  • Great customer service
  • Excellent English speaking skills both formally and casually. Need to be able to have a conversation
  • Ability to connect with people and build strong relationships
  • Proactive, creative, can think outside the box
  • High degree of Accuracy and attention to detail
  • Can complete task within the set deadlines
    • What will you do?

      • Sending and responding on emails to customers and follow ups
      • Contacting customers via phone and email to support them through the journey which will require excellent customer service
      • Setting up meetings between broker and customer
      • Working with Broker in gathering document and renaming
      • Checking documents to ensure all information required is available and correct
      • Contacting banks broker support teams and BDM’s (different scenarios)
      • Ordering valuations, pricing and credit check
      • Completing all other tasks (post settlement)
      • Reviewing financial statements and supporting documents, conducting servicing and scenario research, performing credit analysis, and running borrowing capacity calculators.
      • Assist brokers in checking deals, policies, and scenarios with banks and lenders
      • Work closely with brokers to structure loans and identify suitable solutions for clients
      • Prepare and submit mortgage applications
        • Join the awesome team and enjoy these benefits & perks:

          • WFH
          • Competitive salary package and annual performance review.
          • Vacation Leave and Sick Leave credit allotment.
          • Convertible to cash of unused sick leave.
          • OnTop Leave Credits (Emergency and Bereavement Leave).
          • HMO Coverage (Medical, Dental and Group Life insurance).
          • Mandatory Government Benefits and 13th Month Pay.
          • Financial Assistance program through one of the leading FinTech Company in Philippines.
          • We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. Its a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself. WorkLife Integration and Perks:
          • WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
          • Regular companywide events, engagement activities, and a culture that values worklife balance
            • JOIN CONNECTOS NOW!

              ConnectOS is certified as a Great Place to Work and is a toprated 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.

              #ConnectOSRecruitment #ConnectOSCareers #JoinConnectOS #ConnectOSNonTech

              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.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Time Management
  • Detail Oriented
  • Relationship Building
  • Creativity
  • Communication
  • Proactivity

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