Connectly

Loan Processing Specialist (AU Mortgage, WFH)

Philippines

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Mortgage, Financial ServicesIndustries

Requirements

Candidates must have at least 2 years of experience in Australian mortgage processing, including AOL data entry and familiarity with MyCRM. Excellent English communication skills, both formal and casual, are essential, along with the ability to connect with people and build strong relationships. The role requires a proactive and creative mindset, high accuracy, attention to detail, and the ability to meet deadlines.

Responsibilities

The Loan Processing Specialist will manage email communications and follow-ups with customers, contact customers via phone and email to guide them through the mortgage process, and schedule meetings between brokers and clients. Responsibilities include gathering and organizing documents, ensuring all required information is complete and accurate, liaising with bank support teams and BDMs, ordering valuations and credit checks, and completing post-settlement tasks. The role also involves reviewing financial statements, conducting servicing and scenario research, performing credit analysis, running borrowing capacity calculators, and assisting brokers with deal structuring and lender policy checks.

Skills

AU Mortgage
AOL Data Entry
MyCRM
Customer Service
English Speaking
Relationship Building
Attention to Detail
Email Communication
Phone Communication
Document Review
Financial Statement Analysis
Credit Analysis
Borrowing Capacity Calculation
Loan Structuring

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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