Mortgage Loan Processor (AU Mortgage, WFH)

ConnectOS; Philippines; Hybrid; PHP 213,000 - 255,000; Full time

Benefits offered by this job

Paid training program

Work from Home options

Annual performance review

CERT IV in Mortgage Broking

HMO Coverage

Emergency Leave

Wellness sessions

Job summary

ConnectOS is searching for skilled professionals in the AU Mortgage Industry to join our team. You'll be managing documentation, compliance checks, and assisting in the loan application process.

Our company values work-life balance and offers a hybrid work setup. We provide a competitive salary package, a three-week paid training program, HMO coverage from day one, and various perks such as fitness facilities and wellness sessions.

Qualifications

• Bachelor's Degree in a relevant course.
• Minimum 2 years of experience in the AU Mortgage Industry specializing in loan processing.
• Experience using CRM software in the mortgage broking industry.

Responsibilities

• Manage documentation for loan applications.
• Conduct NCCP Compliance checks.
• Analyze living expenses and generate credit reports.

Skills

Bachelor's Degree

2+ years AU Mortgage Industry

MyCRM

Google Workspace

Project Management Tools

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.