Mortgage Broker Support with up to 15K Sign Bonus

3 weeks ago

Metro Manila Philippines ConnectOS Full time

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT) What will you do? We’re seeking a team-oriented individual with strong character and a positive attitude to join us as a Mortgage Broker Support. While you don’t need to be experienced in all areas, we’re looking for someone eager to learn, pays attention to detail, communicates effectively, and contributes positively to our team dynamic. Key Responsibilities Data Entry: Assist with accurately entering client details into our aggregation software and completing required forms. Document Management: Help prepare and organise lenders' document checklists for brokers and ensure client documents are correctly labelled and organised. Lender Communication: Follow up with lenders regarding application statuses and timelines and keep brokers informed of updates and outstanding requirements. Client Service Support: Complete discharge forms for clients and provide necessary assistance. Settlement Coordination: Assist with managing settlement bookings and ensuring smooth communication. Compliance Support: Learn to complete compliance tasks using our internal tools (e.g., Infynity). Task Tracking: Keep application statuses updated in our task management system (Pipedrive) and communicate effectively with the team. Post-Settlement Assistance: Send confirmation letters and provide clients with payment details after settlement. Interest Rate Reviews: Support in applying for pricing adjustments for existing clients and communicating updates. Skills Required Bachelor's Degree in a relevant course. Minimum of 2 years of experience in the Australian mortgage broking industry specialising in AU loan processing. Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker. Experience using any Project/Task Management Tools (Monday.com, Trello, Airtable etc). Nice to Have Experience in MyCRM Software Certificate IV Financing & Mortgage Brokering Benefits Induction training program 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 JOIN CONNECTOS NOW ConnectOS is certified as a Great Place to Work and is a top-rated Philippines 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. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion. #ConnectOSCareers #JoinConnectOS #ConnectOSNonTech Equal Employment Statement 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

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