Credit Analyst (AU Mortgage, Hybrid) with P30k Sign-On Bonus at Connectly

Mandaluyong, Metro Manila, Philippines

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage, FinanceIndustries

Requirements

Certificate IV Financing & Mortgage Broking
More than 4 years of experience in an Australian mortgage broking industry specializing in AU loan processing
Strong understanding of complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc.)
Strong understanding of various income streams and confident in income calculations for PAYG, SMSF, company, and trust financials
Previous experience in data entry of client information to MyCRM (LMG CRM system)
Previous experience in data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender
Previous experience in generating application paperwork, including those for the First Home Buyers and Discharge forms
Experience using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker
Proficiency in using IT software, Google Workspace, and/or Microsoft Office (Gmail or Outlook)
Experience using Project/Task Management Tools (Monday.com, Trello, Airtable, etc.)

Responsibilities

Closely workshop with brokers to package the deal ensuring that every submission is structured optimally and aligns with the lender policies and client needs
Prepare comprehensive credit submissions for a variety of lending scenarios, including but not limited to refinances, purchases, multiple-securities, multiple applicants, SMSF and bridging finance
Liaise with clients to gather necessary documentation and clarify financial details
NCCP Compliance checks and transcribing notes from summaries to detailed responses
Understand and interpret complex financials (Self employed, SMSF, trusts, and company)
Complete lender servicing calculators and living expense analysis to assess clients borrowing capacities
Researching lenders who have a specific policy to suit the client’s requirements and provide expert guidance on said policies to ensure compliance and optimal loan structuring
Order Valuations based on the information provided by the client, understanding the different types of valuations

Skills

Key technologies and capabilities for this role

MyCRMApply OnlineSimpologyInfynityMercury NexusFlexSalestrekkerGoogle WorkspaceMicrosoft OfficeMonday.comTrelloAirtable

Questions & Answers

Common questions about this position

What is the compensation for this Credit Analyst role?

Salary is not specified, but the position offers a P30k sign-on bonus.

Is this Credit Analyst position remote or hybrid?

The role is hybrid and requires working Monday to Friday from 6:00 AM to 3:00 PM PHT.

What skills and experience are required for the Credit Analyst position?

Candidates need more than 4 years of experience in Australian mortgage broking with AU loan processing, Certificate IV in Financing & Mortgage Broking, strong understanding of complex loan structures and income streams, experience with MyCRM and aggregators CRM like Infynity or Flex, and proficiency in Google Workspace/Microsoft Office and project tools like Monday.com.

What does the work environment look like for this role?

This information is not specified in the job description.

What makes a strong candidate for this Credit Analyst role?

Strong candidates will have over 4 years in Australian mortgage broking focused on loan processing, Certificate IV in Financing & Mortgage Broking, hands-on experience with MyCRM data entry and aggregators like Infynity or Flex, and expertise in complex loan structures, income calculations, and lender compliance.

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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