Loan Mortgage Processor (Australian Broking Mortgage, WFH) at Connectly

Philippines

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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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