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Mortgage Broker Assistant

ConnectOS
Full-time
WFH/Remote
Description

Industry: AU Mortgage Broking

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

What Are We Looking For?

Skills Required:

  • Bachelor's Degree in a relevant field.
  • 2+ years of hands-on experience in the mortgage industry, with a focus on Australian end-to-end loan processing.
  • Proficiency in MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or similar CRM platforms within the mortgage broking sector.
  • Solid understanding of IT concepts and technologies that support mortgage processing.
  • Exceptional customer service skills with a warm and professional approach.
  • Experience with Project Management Tools such as Monday.com, Trello, Asana, ClickUp, or Notion.
  • Strong organizational skills with the ability to manage and resolve conflicting priorities efficiently.
  • A proactive and responsible attitude, with a track record of making sound decisions to achieve objectives.
  • Analytical mindset, capable of tackling problems with a logical and systematic approach.

Nice to Have:

  • Experience with HubSpot CRM.
  • Certificate IV Financing & Mortgage Brokering

What Will You Do?

  • Accurately input data into MyCRM and Apply Online (AOL) systems, ensuring all information is up-to-date.
  • Generate application paperwork for various mortgage processes, including First Home Buyer schemes, grant applications, and discharge forms.
  • Conduct thorough document compliance checks to ensure adherence to NCCP requirements.
  • Handle valuation, pricing requests, and credit checks with precision.
  • Perform Living Expenses analysis to support the mortgage application process.

Join the awesome team and enjoy these benefits & perks:

  • 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
  • Regular Company Events, Work Life Balance, and Career growth opportunities

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