Mortgage Loan Processor (AU Mortgage, WFH)

ConnectOS; Metro Manila; Hybrid; PHP 446,000 - 781,000; Full time

Benefits offered by this job

3‑week training program

Work from Home option

Hybrid or On-site work setup

Competitive salary and annual review

Travel to Australia opportunities

CERT IV in Mortgage Broking potential

HMO coverage Day 1

13th month pay

Job summary

ConnectOS is seeking a detail-oriented Loan Processing Specialist to join our team in the Philippines. The role focuses on document management, NCCP compliance, and accurate data entry for loan applications across MyCRM, AOL, Simpology, and lender portals.

The ideal candidate has at least 2 years in AU mortgage processing, strong IT and Google Workspace skills, and experience with major project management tools. WFH, hybrid or on-site options available.

Qualifications

• Bachelor's degree in a relevant field.
• Minimum 2 years in AU mortgage loan processing.
• Experience with aggregators CRM (MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker).
• Proficient in Google Workspace and Microsoft Office (Gmail/Outlook).
• Experience with project management tools (Monday.com, Trello, Airtable, Asana).

Responsibilities

• Manage document control and organize sensitive supporting documents.
• Perform NCCP Compliance checks.
• Enter loan applications into MyCRM, AOL, Simpology, or lender portal.
• Conduct living expense analysis.
• Prepare application paperwork including First Home Buyers and Discharge forms.
• Order valuations with brokers and coordinate with valuation firms.
• Prepare pricing requests across lenders for new and settled loans.
• Generate and interpret comprehensive credit reports.
• Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions.
• Cross-check approval and settlement documents against client requirements.
• Ensure timely settlement and deadlines.

Skills

Bachelor's Degree

AU Mortgage Industry experience

CRM Software proficiency

Google Workspace / MS Office

Project management tools

Education

Bachelor's degree in a relevant field

Tools

MyCRM

Infynity

Mercury Nexus

Flex

Salestrekker

Gmail/Outlook

Monday.com

Trello

Airtable

Asana

Job description

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)

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.

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)

Join the awesome team and enjoy these benefits & perks:

Benefits

• Offering 3-week paid training program to help you get up to speed and excel in your role.
• Available Work Set up: Work from Home or Hybrid or on-site.
• 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)
• Cafeteria 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

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.