Loan Processor

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

What are we looking for?

Skills Required:

• Bachelor’s degree in Finance, Business, or a related field is preferred but not required
• Prior experience in loan processing, financial services, office administration or a related field is preferred.
• Experience with CRM systems for managing and tracking customer interactions and loan progress.
• Experience in preparing settlement documents and coordinating settlement processes.
• Proficiency in using loan processing software to capture client information.

What will you do?

• Review and process loan applications to ensure completeness and accuracy.
• Verify and validate data in loan documents to maintain data integrity.
• Communicate with applicants to gather necessary documentation and information.
• Liaise with 3rd parties to facilitate the loan approval process.
• Support brokers with administrative tasks and day-to-day operations.
• Ensure compliance with company policies and regulations throughout the loan process.
• Provide exceptional customer service to applicants and respond to inquiries promptly.
• Identify opportunities for process improvements and implement changes as needed.
• Utilize CRM systems to manage and track customer interactions and loan progress.
• Prepare settlement documents and coordinate with relevant parties to ensure smooth settlement processes.

Join the awesome team and enjoy these benefits & perks:

• Enjoy Work from Home after the one-month training onsite.
• Competitive salary package and annual performance review.
• Offering one-month paid training program to help you get up to speed and excel in your role.
• 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.
• Bi-Annual Vacation Leave credit/ allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Birthday, Emergency and Bereavement Leave)
• HMO Coverage (Medical, Dental and Group Life insurance).
• Mandatory Government Benefits and 13th Month Pay.
• Financial Assistance program through one of the leading FinTech Company in Philippines.
• We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make. It's a great opportunity to help friends find awesome job opportunities while earning a nice bonus for yourself.
• Regular Company Events, Work Life Balance.
• Complimentary Sleeping Quarters, Coffee at no cost.
• Complimentary Office Fitness and Wellness Facilities at no cost.
• 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.