Aussie Mortgage Loan Processing Assistant

ConnectOS; Philippines; On-site; PHP 420,000 - 700,000; Full time

Benefits offered by this job

Three weeks training

Onsite premium pay

Annual review

Travel to Australia

CERT IV course

Knowledge base access

HMO coverage

13th month pay

Leave credits

Emergency leave

Job summary

ConnectOS is seeking a Loan Processor to support Australian mortgage brokers with end-to-end loan processing, from pre-submission to post-approval. You will manage documents, perform NCCP checks, input data into MyCRM and AOL, and liaise with lenders to secure timely settlements.

The role emphasizes accuracy, compliance and coordination across multiple stakeholders, with opportunities to advance and upskill within a leading mortgage aggregation group.

Qualifications

• Bachelor's degree in a relevant course.
• Minimum 2 years of experience in the AU Mortgage Industry specializing in loan processing.
• Experience using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker or other CRM Software in the mortgage broking industry.
• Proficient in IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
• Experience using Project/Task Management Tools (Monday.com, Trello, Airtable, Asana etc).

Responsibilities

• Document management (collecting, renaming, organising, following up sensitive supporting documentation).
• NCCP Compliance checks.
• 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 elevate.
• 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.

Skills

Mortgage processing

CRM proficiency

Data entry

Google Workspace / MS Office

Project management tools

Education

Bachelor's degree

Tools

MyCRM

Infynity

Mercury Nexus

Flex

Salestrekker

Monday.com

Trello

Airtable

Asana

Job description

ConnectOS is seeking a Loan Processor to support Australian mortgage brokers with end-to-end loan processing, from pre-submission to post-approval. You will manage documents, perform NCCP checks, input data into MyCRM and AOL, and liaise with lenders to secure timely settlements.

The role emphasizes accuracy, compliance and coordination across multiple stakeholders, with opportunities to advance and upskill within a leading mortgage aggregation group.