Loan Mortgage Processor (Australian Broking Mortgage, WFH)
- Philippines
- Permanent
- Full-time
- Bachelor’s Degree in a relevant course.
- At least 1 year experience in Australian mortgage broking industry specialising in AU loan processing.
- Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker.
- Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
- Experience using Project/Task Management Tools (e.g., Monday.com, Trello, Airtable etc).
- Certificate IV Financing & Mortgage Broking, preferred but not required
- Document management (collecting, renaming, organising, following up sensitive supporting documentation)
- NCCP Compliance checks and transcribing notes from summaries to detailed responses
- Calculate income for PAYG applicants
- Complete lender servicing calculators
- Data entry of client information to MyCRM
- Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.
- Living expense analysis
- Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
- Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
- Pricing requests across multiple lenders, for new applications and settled loans.
- Generating comprehensive credit reports and being able to interpret them.
- Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions.
- Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission.
- Ensuring settlement occurs on time and meets crucial deadlines.
- Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)
- Offers one-month onsite paid training program, to help you get up to speed and excel in your role.
- Flexible Work Set up: Work from Home or Hybrid or on-site.
- Competitive salary package and annual performance review, monthly rewards and recognition program.
- Opportunity to attend events and travel to Australia.
- Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
- Access to knowledge base tools, resource center and training library.
- Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
- Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.
- Regular company-wide events, engagement activities, and a culture that values work-life balance
- Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
- Cafeteria with affordable food concessionaire partners.
- Complimentary coffee and ice cream every day.
- Sleeping Quarters and Shower rooms for comfort and convenience.
- Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila