Senior Loan Processor (AU Mortgage Brokers, WFH)

Philippines

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₱13,846 – ₱20,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage Broking, Financial ServicesIndustries

Requirements

Candidates must possess a Certificate IV in Financing & Mortgage Brokering and a Bachelor's degree in a relevant field, along with a minimum of two years of experience in the Australian mortgage broking industry specializing in AU loan processing. Proficiency in using IT software, Google Workspace, and Microsoft Office is required, as well as experience with CRM software such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker.

Responsibilities

The Senior Loan Processor will assist Australian mortgage brokers with administrative tasks related to preparing, processing, and tracking loan applications, including documenting management, conducting NCCP Compliance checks, calculating income, interpreting complex financials, completing lender servicing calculators, data entry into CRM systems, ordering valuations, pricing requests, generating application paperwork, and ensuring timely settlements. They will also assist in researching lenders, mitigating MIRs, and cross-checking approval and settlement documents.

Skills

Australian mortgage broking

Loan processing

MyCRM

Infynity

Mercury Nexus

Flex

Salestrekker

Google Workspace

Microsoft Office

Gmail

Outlook

Monday.com

Trello

Airtable

Asana

Document management

NCCP Compliance

Income calculation

Financial interpretation

Lender servicing calculators

Data entry

Living expense analysis

Lender research

Application paperwork generation

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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