Connectly

Loan Mortgage Processor (Australian Broking Mortgage, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Mortgage Banking, Financial ServicesIndustries

Requirements

Candidates must possess a Bachelor’s degree in a relevant course and at least 1 year of experience in the Australian mortgage broking industry specializing in AU loan processing, along with proficiency in using IT software, Google Workspace, and/or Microsoft Office. Experience with aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker is required, and experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable etc) is also necessary. A Certificate IV Financing & Mortgage Broking is preferred but not required.

Responsibilities

The Loan Processor will assist Australian mortgage brokers with administrative tasks to prepare, process, and track loan applications, including document management, NCCP Compliance checks, income calculation for PAYG applicants, data entry into MyCRM and Apply Online (AOL), Simpology, or direct to the lender, living expense analysis, generation of application paperwork, ordering valuations, pricing requests, generating comprehensive credit reports, assisting in mitigating MIRs, Conditional Approvals, and Settlement Conditions, and ensuring settlement occurs on time and meets crucial deadlines. They will also be responsible for initial exposure to complex loan structures and loan types, and joining the team to participate in company events and training programs.

Skills

Mortgage Broking
AU Loan Processing
MyCRM
Infynity
Mercury Nexus
Flex
Salestrekker
Google Workspace
Microsoft Office
Gmail
Outlook
Monday.com
Trello
Airtable
NCCP Compliance
Data Entry
Income Calculation
Servicing Calculations
Credit Reporting
Valuation Ordering
Living Expense Analysis

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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