Home Loan Support

3 days ago

Mandaluyong City, National Capital Region, Philippines ConnectOS Full time

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)

What will you do?

  • Document management (collecting, renaming, organising, following up sensitive supporting documentation)
  • Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
  • Living expense analysis
  • Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
  • Pricing requests across multiple lenders, for new applications and settled loans.
  • Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions.
  • Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission.
  • Ensuring settlement occurs on time and meets crucial deadlines

Skills Required:

  • Bachelor's Degree in a relevant course.
  • Minimum of 2 years of experience in the Australian mortgage broking industry specialising in AU loan processing.
  • Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker.
  • Experience using any Project/Task Management Tools , Trello, Airtable etc).

Nice to Have:

  • Experience in MyCRM Software
  • Certificate IV Financing & Mortgage Brokering

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

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