Mortgage Processor

4 days ago


Baguio, Philippines ConnectOS Full time

Join to apply for the Mortgage Processor (AU Financial Services, WFH) role at ConnectOS Salary: P38,000-P65,0000 (Salary Package) What will you do? Assist with accurately entering client details into our aggregation software and completing required forms Help prepare and organise lenders' document checklists for brokers Follow up with lenders regarding application statuses Complete discharge forms for clients and provide necessary assistance Assist with managing settlement bookings and ensuring smooth communication Send confirmation letters and provide clients with payment details after settlement Support in applying for pricing adjustments for existing clients and communicating updates Skills and Qualifications Bachelor's Degree in a relevant course 2+ years of experience in Australian mortgage broking industry specializing in AU 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 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.) Good character: Honest, reliable, and eager to learn Team player: Collaborative and supportive, contributing to a positive work environment Strong communication skills: Confident, professional, and polite phone manners Attention to detail: Careful and precise when noting updates or completing tasks Benefits One-month paid training program to help you get up to speed Work from Home or Hybrid or on-site options Competitive salary package and annual performance review, monthly rewards and recognition Opportunity to attend events and travel to Australia Chance to earn CERT IV in Mortgage Broking and Finance 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 Generous referral bonus up to 21K per successful hire Work-Life Integration And Perks WFH engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests Regular company-wide events and activities supporting work-life balance Employee-wellbeing facilities (Gym, Wellness Room, etc.) Cafeteria with affordable food concessions Complimentary coffee and ice cream daily Sleeping Quarters and Shower rooms for comfort and convenience Prime Location Conveniently located at Mega Tower, EDSA — the heart of Metro Manila 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. 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. Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries: Outsourcing and Offshoring Consulting #J-18808-Ljbffr