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Broker Service Expert (AU Mortgage and Finance Broking, Office-based)

COS · 29 days ago
Negotiable
Full-time
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Salary: P40,000 to P43,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

  • Minimum 3 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:

  • 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 #ConnectOSCareers #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.

Last updated on Mar 14, 2024

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About the company

COSCOS is a company that offers digital marketing and publishing services. They provide content creation, website design, and social media management.

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