Broker Service & Loan Processing (Australian Mortgage Broker)
Cebu City, Central Visayas, Philippines
Mortgages (Banking & Financial Services)
Full-Time
30,000 - 40,000
Requirements:
- Bachelor’s Degree in Business Management, Finance or related preferred.
- 3+ years experience in the AU mortgage market
- Experience using MyCRM is required.
- Experience in Project Management Tools such as Monday.com, Trello, Asana, etc preferred.
Responsibilities:
Loan Management, Admin, and Business Development Duties:
- Handle, analyse and prepare client loan applications
- Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find
- Review client documents and fact-find sessions, and manage data entry and credit report requests
- Initiate new loan applications after lead generation or Online Fact Find
- Share the Game Plan with customers for review and e-signature
- Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
- Facilitate application validation and final checks in Apply Online
Compliance and Quality Assurance:
- Review and adjust loan submissions to meet lender requirements and ensure high submission quality
- Familiarize yourself with lender checklist requirements for loan submissions
- Adhere to industry regulations, including those set by ASIC
Benefits:
- Permanent WFH role
- Benefits Package from Day One including HMO coverage
- Paid Time Off and Quarterly Sick-Leave Conversion
- Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
Why Join Us?
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client is the largest Australian + New Zealand mortgage and finance broking aggregator with a large Philippine team. Client will provide training with local support.
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