Senior Broker Service Specialist - AU Mortgage

March 31

Apply Now

Receive Emails with Similar Jobs

ConnectOS

WebsiteLinkedInAll Job Openings

ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions.ConnectOS is one of the fastest-growing offshoring companies in the world. Founded by our Australian CEO, we help companies across a range of industries activate their capability strategies and optimise their business operations with smarter ways to solve resourcing challenges. Our vibrant, modern work environments achieve high levels of employee engagement: happy, healthy, committed people who love what they do. ConnectOS Team HQ is located at Mega Tower, EDSA in the heart of Manila, Philippines. Our Client Support HQ is based in Melbourne, Australia.

1001 - 5000 employees

📋 Description

•Schedule: Monday – Friday (6:00 AM - 3:00 PM PHT) •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

🎯 Requirements

•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. •Certificate IV Financing & Mortgage Brokering

🏖️ Benefits

•Induction training program for 4 weeks on-site. •Offering one-month 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 •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. •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.