Senior Broker Service Specialist (AU Mortgage, WFH)

Schedule: Monday – Friday (6:00 PM - 3:00 PM Manila Time)

What are we looking for?

Skills Required:

• Bachelor's Degree
• 4+ years of experience in the mortgage industry specializing in AU loan processing.
• Experience in using MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker or other CRM
• Software in the mortgage broking industry.
• Has a good understanding of IT concepts and technologies.
• Exceptional customer service skills and a friendly, professional demeanor.
• Experience in Project Management Tools (Monday.com, Trello, Asana, Clickup, Notion etc)
• Must be well-organized and capable of managing and resolving conflicting priorities and schedules.
• Responsible and willing to take necessary actions and decisions to meet objectives.
• Has the capability to address a problem using a logical, systematic and sequential method.
• Exhibits strong attention to detail, with experience in reviewing complex information, identifying errors, ensuring compliance, and maintaining high accuracy through meticulous validation.

Nice to Have:

• Certificate IV Financing & Mortgage Brokering

What will you do?

• Data entry to MyCRM and Apply Online (AOL)
• Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms
• Document management (collecting, renaming, organising, following up)
• Document Compliance checks (ensuring NCCP requirements are met)
• Valuations, pricing requests, credit checks
• Living expense analysis
• Calculate basic and or complex income for PAYG applicants.
• Complete basic servicing calculators & assist in complex servicing.
• Understand self-employed financials.
• Transcribe compliance notes from dot points to paragraph form.
• Work on complex loan structures and loan types (multiple applicants, SMSF, trust lending, etc)
• Assist in mitigating MIRs and Conditional Approval
• Assist in researching lenders who have a specific policy to take the deal

Join the awesome team and enjoy these benefits & perks:

• One month of onsite training will transition to a full WFH set-up.
• 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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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.

#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.