Loan Processor (AU Mortgage Brokers, WFH)
Philippines - Remote
Salary: P35,000- P40,000 (Monthly Package)
Schedule: Monday – Friday (6:00 AM - 3:00 PM PHT)
What are we looking for?
The purpose of a Loan Processor is to assist Australian mortgage brokers with administrative tasks to process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes
Skills Required:
- Bachelor's Degree in a relevant course.
- Minimum 2 years of experience in Australian mortgage broking industry specializing in AU loan processing.
- Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker or other CRM Software in the mortgage broking industry.
- Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
- Experience using Project/Task Management Tools (Monday.com, Trello, Airtable, Asana etc).
What will you do?
- Document management (collecting, renaming, organising, following up sensitive supporting documentation)
- NCCP Compliance checks
- Data entry of client information to MyCRM (LMG CRM system)
- Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
- Living expense analysis
- Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
- Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
- Pricing requests across multiple lenders, for new applications and settled loans.
- Generating comprehensive credit reports and being able to interpret them.
- Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions.
- Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission.
- Ensuring settlement occurs on time and meets crucial deadlines.
Join the awesome team and enjoy these benefits & perks:
Benefits
- Induction training program for 4 weeks on-site.
- Offering one-month paid training program to help you get up to speed and excel in your role.
- Available Work Set up: Work from Home or Hybrid or on-site.
- Competitive salary package and annual performance review, monthly rewards and recognition program.
- Opportunity to attend events and travel to Australia.
- Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
- Access to knowledge base tools, resource center and training library.
- HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
- Mandatory Government Benefits and 13th Month Pay
- Leave credits and convertible to cash of unused sick leave, paid quarterly.
- Access to Emergency and Bereavement Leave
Financial Perks:
- Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
- Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.
Work-Life Integration and Perks:
- Regular company-wide events, engagement activities, and a culture that values work-life balance
- Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
- Cafeteria with affordable food concessionaire partners.
- Complimentary coffee and ice cream every day.
- Sleeping Quarters and Shower rooms for comfort and convenience.
Prime Location
- Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.
#ConnectOSRecruitment #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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ApplyJob Profile
13th month pay Annual performance review Certification upskilling Competitive salary Convenient location Financial assistance Financial assistance program Free coffee and snacks Government benefits Great Place to Work HMO coverage Knowledge resources Leave credits Life Insurance Mandatory government benefits Medical dental life insurance Monthly rewards Office facilities Paid training Paid training program Performance reviews Referral Bonus Sick Leave Sleeping and shower rooms Training program Travel opportunities WFH Work From Home Work from home options Work from home or hybrid Work-life balance Work-life balance activities
Tasks- Administrative tasks
- Assist with loan approval and settlement
- Communicate with stakeholders
- Compliance checks
- Data entry
- Documentation
- Document management
- Ensure timely settlement
- Generate application paperwork
- Interpret credit reports
- Maintain data accuracy
- Manage documentation and compliance
- Order valuations
- Prepare documentation
- Process and track loan applications
- Task Management
- Training
- Update CRM systems
Administrative Administrative Tasks Airtable Application generation Asana Client Communication Client data management Compliance Compliance checks Confidentiality Credit report interpretation CRM CRM Software Customer service Data Entry Documentation Document management Excel Finance Flex Gmail Google Google Workspace Hybrid Work Infynity Integration IT IT software Loan application processing Loan approval Loan Documentation Loan Processing Loan settlement Loan tracking Mercury nexus Microsoft Microsoft Office Monday.com Mortgage broking Mortgage processing Mycrm Outlook PHP Pricing requests Project Management Remote work Salestrekker Settlement coordination Software Stakeholder communication Task Management Team Collaboration Timely processing Trello Valuation ordering WFH
Experience2 years
Education Timezones