Job Description: Mortgage Processor

Employment Type: Full-time Location Type: Remote Workplace: Remote Language: English Department: Banking & Financial Services Published: 2024-07-15

Position Overview

We are seeking a skilled and organized Mortgage Processor to join our team. This role involves supporting mortgage brokers in Australia and New Zealand by managing loan applications, ensuring compliance, and providing exceptional customer service.

Requirements

• Education: Bachelor's Degree
• Experience:
  • 2+ years of experience in the mortgage industry, specializing in AU loan processing.
  • Experience with CRM software in the mortgage broking industry (e.g., MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker).
  • Experience with Project Management Tools (e.g., Monday.com, Trello, Asana, Clickup, Notion).
• Skills:
  • Good understanding of IT concepts and technologies.
  • Exceptional customer service skills with a friendly, professional demeanor.
  • Well-organized and capable of managing and resolving conflicting priorities and schedules.
  • Responsible and proactive in taking necessary actions and decisions to meet objectives.
  • Ability to address problems using a logical, systematic, and sequential method.
• Nice to Have:
  • Experience in HubSpot.
  • Certificate IV in Financing & Mortgage Brokering.

Responsibilities

• Data entry into MyCRM and Apply Online (AOL).
• Generation of application paperwork, including forms for the First Home Buyer scheme, grant applications, and discharge forms.
• Conducting Document Compliance checks to ensure NCCP requirements are met.
• Performing valuation, pricing requests, and credit checks.
• Conducting Living Expenses analysis.

Schedule

• Monday – Friday (6:00 AM - 3:00 PM PH Time)

Benefits & Perks

• Home-based work arrangement.
• Competitive salary package and annual performance review.
• Vacation Leave and Sick Leave credits/allotments, convertible to cash for unused sick leave.
• On-Top Leave Credits (Birthday, Emergency, and Bereavement Leave).
• HMO Coverage (Medical, Dental, and Group Life insurance).
• Mandatory Government Benefits and 13th Month Pay.
• Financial Assistance program through a leading FinTech Company in the Philippines.
• Referral bonus program: Earn PHP 21,000 for every successful referral.
• Regular Company Events.
• Emphasis on Work-Life Balance.
• Career growth opportunities.

About ConnectOS and Our Client

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 a community of over 6,000 brokers and advisers. In 2022, they helped over 300,000 customers settle over $130 billion worth of loans, reaching a collective loan book of $350 billion.

Application Instructions

Interested candidates are encouraged to apply.

#ConnectOSRecruitment #ConnectOSCareers #JoinConnectOS

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.

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