Job Description: Loan Processor

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified
• Purpose: The Loan Processor assists Australian mortgage brokers with administrative tasks, preparing, processing, and tracking loan applications. This involves communication with stakeholders, documentation preparation, system and CRM updates, and managing the loan application process from pre-submission to post-approval within specified timeframes.

Requirements

• Education: Bachelor’s Degree in a relevant course.
• Experience: At least 1 year of experience in the Australian mortgage broking industry, specializing in AU loan processing.
• CRM Experience: Experience using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker.
• IT Skills: Proficient in using IT software, Google Workspace, and/or Microsoft Office (Gmail or Outlook).
• Project Management Tools: Experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable).

Responsibilities

• Document Management: Collect, rename, organize, and follow up on sensitive supporting documentation.
• NCCP Compliance: Conduct NCCP Compliance checks and transcribe notes from summaries to detailed responses.
• Data Entry: Calculate income for PAYG applicants, enter client information to MyCRM, and data entry of loan applications into MyCRM and Apply Online (AOL), Simpology, or directly to the lender.
• Living Expense Analysis: Perform living expense analysis.
• Application Paperwork: Generate application paperwork, including First Home Buyers and Discharge forms.
• Valuation Ordering: Order valuations based on broker information, understanding valuation types, and communicating with valuation firms.
• Pricing Requests: Generate pricing requests across multiple lenders for new and settled loans.
• Credit Reports: Generate comprehensive credit reports and interpret them.
• Risk Mitigation: Assist in mitigating MIRs, Conditional Approvals, and Settlement Conditions.
• Document Verification: Cross-check approval and settlement documents to ensure details match client requirements.
• Settlement Management: Ensure settlements occur on time and meet deadlines.
• Loan Structure Exposure: Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending).

Application Instructions

• Not specified.

Company Information

• Company Name: ConnectOS
• Description: ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
• Benefits & Perks:
  • Exciting opportunity to work with the largest aggregator group across Australia and New Zealand, supporting over 6,000 brokers and advisers.
  • One-month onsite paid training program.
  • Flexible Work Setup: Work from Home, Hybrid, or on-site.
  • Competitive salary package and annual performance review.
  • Monthly rewards and recognition program.
  • Opportunity to attend events and travel to Australia.
  • Chance to earn your CERT IV in Mortgage Broking and Finance.
  • Access to knowledge base tools, resource center, and training library.
  • Financial Perks: Access to a Financial Assistance Program through a FinTech Company in the Philippines.
  • Referral Bonus: PHP 21,000 referral bonus for helping a friend land a job.
  • Work-Life Integration & Perks: Regular company-wide events, engagement activities, and a culture that values work-life balance.
  • Office Facilities: Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms.
  • Cafeteria with affordable food concessionaire partners.
  • Complimentary coffee and ice cream every day.
  • Sleeping Quarters and Shower rooms for comfort and convenience.
• Location: Mega Tower, EDSA, Metro Manila.
• Website/Contact: JOIN CONNECTOS NOW! (Further details not provided)