Broker Admin Officer - Part Time (AU Financial, WFH)

Salary: P300 - P320 per hour

Schedule: 9am to 3pm flexible shift (20hrs per week or 80-90hrs/month start and end time)

Mon-Wed but will depend on the volume of work

What are we looking for?

Skills Required:

• Must have broker support experience preferably in Loan and Mortgage industry 2--3 years of experience
• Will be client facing for calls only.
• Head broker will intro his/her to clients for chasing any info or paperwork.
• Data entry.

Nice to have:

• Sales Tracker - CRM (training will be provided as long as candidate has similar CRM experience)
• Cert IV in Financial Services, Mortgage Broking (Preferred but not essential).

What will you do?

• Exceed client expectations by delivering a seamless loan application experience.
• Collect, organise, and submit loan applications while ensuring the accuracy and completeness of supporting documents.
• Liaise with lenders to facilitate timely assessments and influence processing timelines.
• Act as the main point of contact for clients, providing updates and proactively addressing documentation needs.
• Communicate with professionals such as conveyancers, real estate agents, accountants, and valuers to ensure smooth loan processing.
• Manage client data within CRM systems and navigate the loan portal 'Apply Online' for application submissions.
• Verify documentation for accuracy, validity, and compliance with policies and regulations.
• Conduct basic income calculations, assist with loan sign-ups, and support borrower appraisals.

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ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client specialize in home loans, investment loans, business finance, car loans, and debt consolidation, offering tailored solutions to fit your needs.

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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.