Senior Mortgage Processor (AU Mortgage, Hybrid) with P30k Sign-On Bonus at Connectly

Mandaluyong, Metro Manila, Philippines

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage, Financial ServicesIndustries

Requirements

Certificate IV Financing & Mortgage Broking
Bachelor’s Degree in a relevant course
More than 4 years of experience in an Australian mortgage broking industry specializing in AU loan processing
Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex or Salestrekker
Proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook
Experience using Project/Task Management Tools (Monday.com, Trello, Airtable etc.)

Responsibilities

Collecting, renaming, organizing, following up sensitive supporting documentation
Checks and transcribing notes from summaries to detailed responses (NCCP Compliance)
Calculate income for both PAYG and Self Employed applicants
Understand and interpret complex financials (Self employed, trusts and company)
Data entry of client information to MyCRM (LMG CRM system)
Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender
Analyzing living expenses
Generation of application paperwork, including those for the First Home Buyers and Discharge forms
Ordering Valuations based on the information provided by the broker
Generating comprehensive credit reports and being able to interpret them (Pricing Requests)
Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions (Risk Mitigation)

Skills

Key technologies and capabilities for this role

Australian Mortgage ProcessingLoan ProcessingMyCRMInfynityMercury NexusFlexSalestrekkerGoogle WorkspaceMicrosoft OfficeMonday.comTrelloAirtableNCCP ComplianceFinancial CalculationLiving Expense Analysis

Questions & Answers

Common questions about this position

What is the compensation for this Senior Mortgage Processor role?

The salary is not specified in the job description, but there is a P30k sign-on bonus.

Is this position remote or hybrid, and what is the work schedule?

The role is hybrid with a flexible work setup allowing work from home or hybrid options, and follows a Monday–Friday schedule from 6:00AM to 3:00PM PHT.

What skills and experience are required for this position?

Requirements include more than 4 years of experience in Australian mortgage broking specializing in AU loan processing, Certificate IV in Financing & Mortgage Broking, a Bachelor’s Degree in a relevant course, CRM experience with systems like MyCRM or Infynity, proficiency in Google Workspace/Microsoft Office, and experience with project management tools like Monday.com.

What benefits are offered for this role?

Benefits include a one-month onsite paid training program and a flexible work setup with work from home or hybrid options.

What makes a strong candidate for this Senior Mortgage Processor position?

Strong candidates will have over 4 years of specialized experience in Australian mortgage loan processing, the required Certificate IV and Bachelor’s degree, hands-on CRM experience with Australian aggregator systems, and proficiency in financial calculations, document management, and compliance tasks.

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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