Broker Services Team Member

2 weeks ago


Manila, National Capital Region, Philippines ConnectOS Full time
About This Opportunity

We are looking for a highly skilled Mortgage Broker Service Specialist to join our team in Metro Manila. As part of our dynamic team, you will be responsible for ensuring the smooth processing of loan applications and providing exceptional customer service.

Key Responsibilities

The successful candidate will be involved in:

  • Data entry and application paperwork generation
  • Document management and compliance checks
  • Valuations, pricing requests, credit checks, and living expense analysis
  • Calculate basic and/or complex income for PAYG applicants
  • Complete basic servicing calculators and assist in complex servicing
  • Understand self-employed financials and transcribe compliance notes
  • Assist in mitigating MIRs and Conditional Approval
  • Research lenders with specific policies for deals
Requirements
  • Bachelor's Degree required
  • 4+ years of experience in the mortgage industry specializing in AU loan processing
  • Proficiency in CRM software (MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker)
  • Strong understanding of IT concepts and technologies
  • Exceptional customer service skills
  • Project Management skills (Monday.com, Trello, Asana, Clickup, Notion)
What We Offer
  • Competitive salary package and annual performance review
  • Mandatory Government Benefits and 13th Month Pay
  • Financial Assistance program through a leading FinTech Company
  • New referral bonus program
  • Regular Company Events and Work-Life Balance


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