Broker Service Officer - Senior level (AU Mortgage, Hybrid)

Description

Join the best and be the BEST! We invite you to join the largest mortgage aggregator in the market!

Schedule: Monday to Friday (06:00 AM to 03:00 PM Manila Time)

What are we looking for?

• Certificate IV Financing & Mortgage Broking
• Bachelor’s Degree in a relevant course.
• More than 4 years of experience in an Australian mortgage broking industry specialising in AU loan processing.
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker.
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
• Experience using Project/Task Management Tools (Monday.com, Trello, Airtable etc).

What will you do?

The purpose of a Broker Service Officer (Senior Level) is to assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes.

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks and transcribing notes from summaries to detailed responses
• Calculate income for PAYG applicants
• Complete lender servicing calculators
• Data entry of client information to MyCRM (LMG CRM system)
• Data entry of a loan application into MyCRM and Apply Online (AOL),  Simpology, or direct to the lender.
• Living expense analysis
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
• 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.
• Generating comprehensive credit reports and being able to interpret them.
• 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.
• Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)

Join the awesome team and enjoy these benefits & perks:

• Hybrid (Initially Office Based Training and will transition to Home-based)
• Possibility to complete Certificate IV in Finance and Mortgage Broking, pending eligibility requirements
• Regular professional and social events
• Access to Brokerversity for self-driven learning and development
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#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.