Senior Loan Processor

Senior Loan Processor (AU Mortgage, WFH) – Php15,000 Sign-On Bonus Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Sales Schedule: Monday – Friday (6:00 AM – 3:00 PM PHT) Role Overview: Assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications. Communicate with stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre‑submission to post‑approval within required timeframes. Contribute to a smooth customer experience. Qualifications Bachelor's degree in a relevant field. 2+ years of experience in Australian mortgage broking industry specializing in AU 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). Nice to have: Certificate IV Financing & Mortgage Brokering. What You’ll Do Document management (collecting, renaming, organizing, following up sensitive supporting documentation) NCCP Compliance checks and transcribing notes from summaries to detailed responses Calculate income for PAYG and Self‑Employed applicants Understand and interpret complex financials (Self employed, trusts, and company) Complete lender servicing calculators Data entry of client information and loan applications into MyCRM, Apply Online (AOL), Simpology, or direct to the lender Living expense analysis Research lenders with specific policies to suit clients’ requirements Generate application paperwork, including First Home Buyers and Discharge forms Order valuations, communicate with valuation firms, and escalation as needed Price requests across multiple lenders for new applications and settled loans Generate comprehensive credit reports and interpret them Assist in mitigating MIRs, conditional approvals, and settlement conditions Cross‑check approval and settlement documents to ensure details match client requirements Ensure settlement occurs on time and meets crucial deadlines Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc) Benefits & Perks Induction training program (2 weeks) Paid training program to help you get up to speed and excel in your role Work setup: Work from Home or Hybrid or on‑site Competitive salary package and 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 Assistance Program through a leading FinTech Company in the Philippines Earn up to PHP 21,000 referral bonus Prime Location Conveniently located at Mega Tower, EDSA — the heart of Metro Manila. About ConnectOS ConnectOS is a certified Great Place to Work and a top‑rated Philippine employer of choice. Our client is the largest and most progressive aggregator group across Australia and New Zealand, supporting a community of over 6,000 brokers and advisers. They helped over 300,000 customers settle over PHP 130 billion worth of loans in 2022 and are reaching a collective loan book of PHP 350 billion. Equal Employment Opportunity 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. #J-18808-Ljbffr