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Mortgage Broker Assistant (AU Mortgage, WFH) - Remote

Posted 37 weeks ago
Sales / Business
Full Time
Philippines

Overview

The role involves working in the mortgage industry, focusing on end-to-end loan processing while providing exceptional customer service and utilizing various CRM platforms.

In Short

  • Bachelor's Degree in a relevant field.
  • 2+ years of experience in the mortgage industry.
  • Proficiency in MyCRM and other CRM platforms.
  • Strong customer service skills.
  • Experience with project management tools.
  • Ability to manage conflicting priorities.
  • Analytical mindset for problem-solving.
  • Data entry and compliance checks.
  • Handle mortgage application processes.
  • Home-based position with various benefits.

Requirements

  • Bachelor's Degree in a relevant field.
  • 2+ years of hands-on experience in the mortgage industry.
  • Proficiency in MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or similar CRM platforms.
  • Solid understanding of IT concepts related to mortgage processing.
  • Exceptional customer service skills.
  • Experience with project management tools.
  • Strong organizational skills.
  • Proactive and responsible attitude.
  • Analytical mindset.
  • Nice to have: Experience with HubSpot CRM and Certificate IV Financing & Mortgage Brokering.

Benefits

  • Home-based work environment.
  • Medical, Dental Coverage, and Life insurance from day 1.
  • Paid Vacation and Sick Leave.
  • Competitive salary package and annual appraisal.
  • Financial Assistance Program.
  • Mandatory Government Benefits and 13th Month Pay.
  • Regular Company Events and Work-Life Balance.
  • Career growth opportunities.
ConnectOS logo

ConnectOS

ConnectOS is a leading provider of offshore talent, specializing in delivering premium resourcing and productivity solutions to organizations in Australia, New Zealand, the US, Canada, and the UK. Established over a decade ago, ConnectOS has rapidly grown to become one of the fastest-growing offshoring companies globally. The company is dedicated to helping clients optimize their business operations and activate their capability strategies through innovative resourcing solutions. With a vibrant and modern work environment located in the heart of Manila, Philippines, ConnectOS fosters high employee engagement and satisfaction. The company is committed to professional development, offering competitive benefits and opportunities for growth, making it an employer of choice in the industry.

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