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Senior Credit Analyst

4 weeks ago


Quezon City, National Capital Region, Philippines Intogreat Solutions Full time

Intogreat Solutions Philippines | Full time

Senior Credit Analyst - AU Mortgage (WFH)

In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work.

Here are the reasons why you should join Intogreat:

  1. We provide competitive salary package
  2. HMO coverage for you and up to 2 free dependents
  3. Group life insurance for your security
  4. Paid sick and vacation leave credits
  5. Fun and exciting events for our employees
  6. Convenient work location that are accessible to the basic necessities and hangouts
  7. We value work-life balance
  8. Work with driven & talented professionals
  9. Fun and supportive work environment
  10. We provide security for your workplace
  11. A growing team – more opportunities for you

Come and be part of our growing team that you will surely enjoy

Job Description

This is a remote position.

About Us

We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.

Key Responsibilities:

  • Ensuring business meets obligations specified in manuals and as directed from time to time
  • Ensuring client files are audit-ready
  • Conducting loan reviews at least annually and more often as agreed
  • Maintaining client records, such as Client Loan Summary
  • Managing loan anniversaries, such as fixed rate and IO expiries
  • Developing and adhering to business processes for each stage of the client life cycle
  • Create training guides for future support staff
  • Assist in the development of service standards and be responsible for ensuring all parts of the business meet and exceed these standards
  • Project management abilities to juggle different responsibilities without losing track
  • Help with ad-hoc projects like finding Marketing Materials

Preparing applications for submission to a lender:

  • Checking documents and organising client files
  • Being in touch with clients to make sure we have all the required documents
  • Input data into lender serviceability calculators
  • Search and understand lender credit policies and policy checks (parabroking)
Requirements

What We're Looking For:

  • At least 2 years AU experience
  • CRM experience /Salestracker tools
  • Attention to detail as in understanding client financials, doing serviceability assessments, reading and understanding lender policies and taking care to ensure key data is accurate, requiring literacy and numeracy
  • Strong knowledge of mortgage lending process

Why IntoGREAT?

Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.

Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us

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