Broker Support Officer

Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)

What are we looking for?

The purpose of the Broker Support Officer role is to assist the broker with the completion of clients' experience

from lead to post settlement. These tasks include (but not limited to) actioning both internal and external party

requests, uploading or downloading supporting documentation, updating loan information, creating history notes

to keep track of the status of the loan application, ensures quality of CRM data to maximize effectiveness of

marketing initiative and sending of 'Hello' packs to clients. The Officer is to provide efficient handling of loan

applications to ensure that Service Level Agreements are met.

Skills Required:

• Bachelor's Degree in a relevant course.
• Minimum 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.
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
• Experience using Project/Task Management Tools , Trello, Airtable, Asana etc).

What will you do?

• Data entry to MyCRM and Apply Online (AOL)
• Generation of application paperwork, including those for the First Home Buyer scheme, grant
  
  applications, and discharge forms.
• Document Compliance checks (ensuring NCCP requirements are met)
• Valuation, pricing request, credit checks
• Living Expenses analysis
• Initial booking of client appointments and discovery phone call
• Broker diary management
• Staff Birthday's & Anniversaries
• Email management of Director's emails
• Responding to all google reviews
• Overseeing weekly, monthly and quarterly meetings - scheduling and meeting minutes
• Responsible for arranging Gift Cards & other client gifts for referrals, settlements, milestones etc.
• MyCRM Pipeline Management - ensuring that the deal statuses are accurate and up to date
• Collection and follow up of initial documents needed prior to first appointment
• Collection and follow up of additional documentation for loan approval
• Completing pricing requests for new applications
• Sense checking each deal to ensure its ready for handover to Credit Analyst
• Fixed Rate Task Management - keeping track of which clients are due for a rate review, and when their last
  
  one was done
• Calling clients who are due for a rate review. Communicating the outcome, and booking in a meeting with
  
  broker if required
• Conducting annual pricing requests on settled loans
• Electronic File Management - ensuring that pending applications are monitored, remain active and
  
  updated, audited on a regular basis.
• Managing of all incoming calls to the business
• Overseeing settlement and approvals

Join the awesome team and enjoy these benefits & perks:

Benefits

• Induction training program
• Offering one-month paid training program to help you get up to speed and excel in your role.
• Available Work Set up: Work from Home or Hybrid or on-site.
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
• 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

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• 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.

An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.

#ConnectOSCareers #JoinConnectOS

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.

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