Senior Mortgage Credit Specialist
6 days ago
**Company Overview:**
At ConnectOS, we are a leading aggregator group across Australia and New Zealand, supporting over 6,000 brokers and advisers. Our mission is to provide exceptional services to our clients, helping them settle over $130 billion worth of loans annually.
**Job Description:**
We are seeking an experienced Credit Analyst to join our team. As a Credit Analyst, you will play a vital role in assisting mortgage brokers with administrative tasks, preparing, processing, and tracking loan applications. You will communicate with stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post-approval within required timeframes.
**Key Responsibilities:**
- Work closely with brokers to package deals, ensuring optimal submissions align with lender policies and clients' needs.
- Prepare comprehensive credit submissions for various lending scenarios, including refinances, purchases, multiple securities, and more.
- Liaise with clients to gather necessary documentation and clarify financial details.
- Conduct NCCP Compliance checks and transcribe notes from summaries to detailed responses.
- Understand and interpret complex financials, such as self-employed individuals, SMSFs, trusts, and companies.
**Required Skills and Qualifications:**
To be successful in this role, you must possess:
- A Certificate IV in Financing & Mortgage Brokering or relevant qualifications.
- Bachelor's Degree in a relevant field.
- 2+ years of experience in the Australian mortgage broking industry, specializing in AU loan processing.
- Experience using aggregators CRM software, such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker.
- Proficiency in using IT software, Google Workspace, and/or Microsoft Office.
**Benefits:**
We offer a competitive salary package, annual performance review, monthly rewards, and recognition program. Enjoy our induction training program, work setup flexibility, and opportunities for professional growth. Plus, receive one-month paid training, bi-annual vacation leave credit, convertible sick leave, and comprehensive HMO coverage.
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