Mortgage Broker Assistant (AU Mortgage, WFH)

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

Join the awesome team and enjoy these benefits & perks:

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 the AU Mortgage Industry specializing in 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 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.

Join the awesome team and enjoy these benefits & perks:

Benefits

• Offering three weeks paid training program to help you get up to speed and excel in your role.
• Work Onsite with premium pay
• 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

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• 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)
• Cafetria 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

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.

#ConnectOSCareers #JoinConnectOS

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.