Loan Processor (AU Mortgage Brokers, WFH)

Philippines

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₱57,600 – ₱64,800Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage Broking, Financial ServicesIndustries

Requirements

Candidates must possess a Bachelor's degree in a relevant field and have at least two years 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 including Gmail or Outlook. Experience with CRM software such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker is required, and familiarity with Project/Task Management Tools like Monday.com, Trello, Airtable, or Asana is also necessary.

Responsibilities

The Loan Processor will document management by collecting, renaming, organizing, and following up on sensitive supporting documentation, conduct NCCP Compliance checks and transcribe notes, calculate income for PAYG applicants, complete lender servicing calculators, data entry client information to MyCRM (LMG CRM system), data entry loan applications into MyCRM and Apply Online (AOL), Simpology, or directly to the lender, perform living expense analysis, generate application paperwork including First Home Buyers and Discharge forms, order valuations, price requests across multiple lenders, generate comprehensive credit reports, assist in mitigating MIRs, Conditional Approvals, and Settlement Conditions, cross-check approval and settlement documents, ensure settlement occurs on time, and provide initial exposure to complex loan structures and loan types.

Skills

Australian mortgage broking

Loan processing

MyCRM

Infynity

Mercury Nexus

Flex

Salestrekker

CRM software

Google Workspace

Microsoft Office

Gmail

Outlook

Monday.com

Trello

Airtable

Asana

Document management

NCCP Compliance

Income calculation

Lender servicing calculators

Data entry

Living expense analysis

Credit reports

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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