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

Job Description: Mortgage Processor

Location Type: Remote Employment Type: Full-time Schedule: Monday – Friday (06:30 AM - 03:30 PM PHT)


Position Overview

We are seeking a detail-oriented and customer-focused Mortgage Processor to join our team. This role involves supporting mortgage brokers and their clients throughout the loan application and settlement process, primarily focusing on the Australian mortgage market.


Requirements

  • Experience: At least 2+ years of experience in the Australian Mortgage industry.
  • Technical Skills: Experience with AOL Data Entry, ideally MyCRM.
  • Customer Service: Excellent customer service skills, with the ability to connect with people and build strong relationships.
  • Communication: Excellent English speaking skills, both formally and casually. Ability to hold a natural conversation.
  • Work Ethic:
    • Proactive and creative, with the ability to think outside the box.
    • High degree of accuracy and attention to detail.
    • Ability to complete tasks within set deadlines.

Responsibilities

  • Sending and responding to customer emails and follow-ups.
  • Contacting customers via phone and email to provide support throughout their journey.
  • Setting up meetings between brokers and customers.
  • Working with brokers to gather and rename necessary documents.
  • Checking documents to ensure all required information is available and correct.
  • Contacting banks, broker support teams, and BDMs for various scenarios.
  • Ordering valuations, pricing, and credit checks.
  • Completing all other post-settlement tasks.
  • Reviewing financial statements and supporting documents.
  • Conducting servicing and scenario research.
  • Performing credit analysis and running borrowing capacity calculators.
  • Assisting brokers in checking deals, policies, and scenarios with banks and lenders.
  • Working closely with brokers to structure loans and identify suitable solutions for clients.
  • Preparing and submitting mortgage applications.

Company Information & Benefits

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client is the largest and most progressive aggregator group across Australia and New Zealand, supporting over 6,000 brokers and advisers and helping over 300,000 customers settle over $130 billion worth of loans in 2022.

Benefits & Perks:

  • Work from Home (WFH)
  • Competitive salary package and annual performance review.
  • Vacation Leave and Sick Leave credits, convertible to cash.
  • On-Top Leave Credits (Emergency and Bereavement Leave).
  • HMO Coverage (Medical, Dental, and Group Life insurance).
  • Mandatory Government Benefits and 13th Month Pay.
  • Financial Assistance program.
  • Referral bonus program: Earn PHP 21,000 for successful referrals.
  • Work-Life Integration & Engagements:
    • Remote learning and employee development activities.
    • Wellness sessions and health talks.
    • Virtual team games and contests.
    • Regular company-wide events and engagement activities.
    • A culture that values work-life balance.

Application Instructions

Join the awesome team and be part of ConnectOS!


Additional Details

  • Department: Banking & Financial Services
  • Published: 2025-07-29
  • Remote: Yes

Equal Employment Statement: Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

#ConnectOSRecruitment #ConnectOSCareers #JoinConnectOS #ConnectOSNonTech

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.

Land your dream remote job 3x faster with AI