Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)
What are we looking for?
Skills Required:
- Bilingual (English and Chinese).
- Minimum 2 years of work experience in end-to-end processing and administration of loan with Australian Mortgage Broking.
- Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM.
- Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).
Nice to Have:
- Experience in HubSpot.
- Certificate IV Financing & Mortgage Brokering.
What will you do?
- Handle, analyze, and prepare client loan applications.
- Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find.
- Review client documents and fact-find sessions and manage data entry and credit report requests.
- Initiate new loan applications after lead generation or Online Fact Find.
- Share the Game Plan with customers for review and e-signature.
- Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen).
- Facilitate application validation and final checks in Apply Online.
Join the awesome team and enjoy these benefits & perks:
- Hybrid (Initial Office-based Training and will transition to Home-based)
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- ·Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
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. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.
#ConnectOS #TeamConnectOS
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.
