Credit Loan Analyst (AU Mortgage, WFH)

Philippines

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₱1,008,000 – ₱1,260,000Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Mortgage LendingIndustries

Requirements

Candidates should possess 2-3 years of experience in mortgage credit assessment, particularly in structuring loan options for clients, and a background in finance, lending, or a related field. Strong proficiency in MS Office, including Excel, is required, alongside a solid understanding of lending policies, income verification, and experience with servicing calculators.

Responsibilities

The Credit Loan Analyst will analyze client income and financial standing to assess borrowing capacity, apply lending policies effectively during client assessments, and skillfully review and verify income documents such as payslips, tax returns, and BAS statements. They will also utilize servicing calculators to assess loan affordability, collaborate with brokers and lender BDMs to gather information, organize client assessments and create presentations in Excel, maintain well-documented client files in the CRM, and ensure compliance and traceability.

Skills

Mortgage credit assessment

Loan structuring

Finance

Lending

MS Office

Excel

Communication

Collaboration

Lending policies

Income verification

Servicing calculators

CRM

Pipedrive

Infynity

Data organization

Reporting

Record-keeping

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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