Broker Service Expert (New Zealand Mortgage and Finance, Home-based) Cebu Site
ConnectOS
- Cebu City, Cebu
- ₱35,000-40,000 per month
- Permanent
- Full-time
- Minimum 2 years of work experience in end-to-end processing and administration of loan with New Zealand Mortgage Broking or Aggregator
- Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other New Zealand's mortgage CRM.
- Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc).
- Experience in HubSpot
- Certificate IV Financing & Mortgage Brokering (New Zealand Equivalent)
- 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
- 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