
Credit Analyst
24 hours ago
Overview: Join to apply for the Credit Analyst - Residential (AU Mortgage, WFH) role at ConnectOS. Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT).
What you will do- Assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications from pre-submission to post-approval within required timeframes.
- Communicate with stakeholders, prepare documentation, keep systems and CRMs updated, and contribute to a smooth client and broker experience.
- Research lenders, products and policies to suit client requirements and help with optimal loan structuring.
- Liaise with clients to gather necessary documentation and clarify financial details.
- Cross-check and ensure accuracy of submissions, pricing requests, valuations, and lender servicing calculations.
- Understand and interpret complex financials (self-employed, SMSF, trusts and companies) and complete lender servicing analyses to assess borrowing capacity.
- Assist in mitigating MIRs, conditional approvals and settlement conditions.
- Stay updated on industry trends, lending products and regulatory changes.
- Certificate IV Financing & Mortgage Brokering
- Bachelor's Degree in a relevant field
- 2+ years of experience in Australian mortgage broking with AU loan processing
- Experience using aggregators CRM (e.g., MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker) or other mortgage broking CRM software
- Proficient in IT software and Google Workspace and/or Microsoft Office (including Gmail/Outlook)
- Experience using project/task management tools , Trello, Airtable, Asana, etc.)
- Induction training program for 4 weeks on-site; one-month paid training to help you get up to speed
- Work from Home or Hybrid or on-site arrangements
- Competitive salary and annual performance review; monthly rewards and recognition
- Opportunity to attend events and travel to Australia
- Potential to earn a CERT IV in Mortgage Broking and Finance
- Access to knowledge base tools, resource center and training library
- HMO coverage for dependents from Day 1; mandatory government benefits and 13th month pay
- Leave credits convertible to cash of unused sick leave; emergency and bereavement leave
- Financial perks including a referral bonus program
- Work-life integration offerings: remote learning, wellness sessions, virtual team activities
Available work setup: work from home or hybrid or on-site.
Equal Employment StatementEmployment 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.
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