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Senior Mortgage Processor (AU Mortgage, WFH) - Remote

Posted 34 weeks ago
Sales / Business
Full Time
Philippines

Overview

Join the best and be the BEST! We invite you to join the largest mortgage aggregator in the market!

In Short

  • Handle, analyse 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.
  • Enjoy home-based work with medical, dental coverage, and life insurance from day 1.
  • Receive paid vacation and sick leave with quarterly sick leave conversion.
  • Participate in regular company events and career growth opportunities.

Requirements

  • Minimum 4 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 is a plus.

Benefits

  • Home-based work environment.
  • 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.
  • Regular Company Events, Work Life Balance, and 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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