Loan Processor (Australian Mortgage Industry, WFH)
Philippines - Remote
Salary: P35,000 to P60,000 (Monthly Package)
Schedule: Monday – Friday (6:00 AM - 3:00 PM PHT)
What are we looking for?
Skills Required:
- Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking.
- Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
- Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).
Nice to Have:
- Experience in HubSpot
- Certificate IV Financing & Mortgage Brokering
What will you do?
- Handle, analyse and prepare client loan applications.
- Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
- Review client documents and fact-find sessions and manage data entry and credit report requests.
- Initiate new loan applications after lead generation or Online Fact Find.
- Share the Game Plan with customers for review and e-signature.
- Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
- Facilitate application validation and final checks in Apply Online.
Join the awesome team and enjoy these benefits & perks:
- Homebased (Initially Office Based Training and will transition to Work from Home)
- 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.
#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.
ApplyJob Profile
13th month pay Annual appraisal Career growth Career growth opportunities Company events Competitive salary Dental coverage Financial assistance Financial assistance program Government benefits Great Place to Work Homebased training Life Insurance Mandatory government benefits Medical coverage Paid Vacation Paid vacation and sick leave Quarterly sick leave conversion Regular company events Sick Leave WFH Work From Home
Tasks- Data entry
- Distribute documents
- Facilitate application validation
- Handle client loan applications
- Initiate new loan applications
- Manage data entry
- Review client documents
- Training
- Upload supporting documents
Administration Afg flex Asana Confidentiality CRM Data Entry End to end processing Flex Google Hubspot Infinity IT Lead Generation Mercury nexus Monday.com Mortgage broking Mortgage industry Mycrm Notion Podium Project Management Project management tools Trello
Experience2 years
EducationCertificate IV Financing Certificate IV Mortgage Brokering
Certifications Timezones