Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)
What are we looking for?
Skills Required:
- Bachelor's Degree
- 2-4 years of experience in the mortgage industry specializing in AU loan processing.
- Experience in using MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker or other CRM
- Software in the mortgage broking industry.
- Has a good understanding of IT concepts and technologies.
- Exceptional customer service skills and a friendly, professional demeanor.
Nice to Have:
- Experience in HubSpot
- Certificate IV Financing & Mortgage Brokering
What will you do?
- Data entry to MyCRM and Apply Online (AOL)
- Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms
- Document management (collecting, renaming, organising, following up)
- Document Compliance checks (ensuring NCCP requirements are met)
- Valuations, pricing requests, credit checks
- Living expense analysis
- Calculate basic income for PAYG applicants.
- Complete basic servicing calculators
- Transcribe compliance notes from dot points to paragraph form.
- Work on complex loan structures and loan types (multiple applicants, SMSF,...
ConnectOS
ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada, and the UK
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