Connectly

Broker Review Officer (AU Mortgage, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Mortgage & LendingIndustries

Job Description: Loan Processing Specialist (AU Mortgage)

Position Overview

This role involves ensuring compliance with applicable legislation and regulatory requirements within the Australian mortgage sector. The specialist will review and adjust loan submissions to meet lender requirements and maintain the highest standards of submission quality.

Requirements

  • Skills Required:
    • Bachelor’s Degree in any relevant course.
    • 1-2 years of experience in AU Mortgage.
    • Excellent English communication skills (verbal and written).
    • Related experience in client relations and broker support is preferred.
  • Nice to Have:
    • Background in document checking.
    • Loan Processing (AU Account) experience.

Responsibilities

  • Ensure compliance with applicable legislation, regulatory requirements, licensing obligations, and internal policies and procedures through a comprehensive and robust audit program.
  • Review and adjust loan submissions to ensure they meet lender requirements and submission quality is at the highest possible standards.
  • Ensure that required client documents are uploaded into the system.
  • Understand lender checklist requirements for loan submission and adhere to industry regulations set by ASIC.
  • Maintain accurate and comprehensive records of audit activities, findings, and decisions in accordance with policies and procedures.
  • Deliver exceptional customer service when engaging with clients and other stakeholders in the loan application process.

Work Schedule & Location

  • Schedule: Monday – Friday (06:30 AM - 03:30 PM PHT)
  • Location Type: Remote
  • Workplace: Remote

Employment Details

  • Employment Type: (Not specified in original text)
  • Department: Banking & Financial Services
  • Language: English
  • Published: 2025-06-25

Benefits & Perks

  • Work From Home (WFH)
  • Competitive salary package and annual performance review.
  • Vacation Leave and Sick Leave credit/allotment.
  • Convertible to cash of unused sick leave.
  • On-Top Leave Credits (Emergency and Bereavement Leave).
  • HMO Coverage (Medical, Dental and Group Life insurance).
  • Mandatory Government Benefits and 13th Month Pay.
  • Financial Assistance program through a leading FinTech Company in the Philippines.
  • Referral bonus program: Earn PHP 21,000 for every successful referral.

Work-Life Integration and Perks

  • 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.

About ConnectOS

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

About the Client

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. They helped over 300,000 customers settle over $130 billion worth of loans in 2022, reaching a collective loan book of $350 billion.

Hashtags

#ConnectOSRecruitment #ConnectOSCareers #JoinConnectOS #LI-RM1 #ConnectOSNonTech

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.

Skills

Client Relations
Broker Support
Loan Processing
Document Checking
Regulatory Compliance
ASIC Regulations
English Communication

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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