Credit Analyst (AU Mortgage, Hybrid)

Join Australia’s largest mortgage aggregator and unlock new opportunities!

Schedule : Monday – Friday (6 : 00 AM - 3 : 00 PM PHT)

What are we looking for?

The purpose of a Credit Analyst Residential is to assist Australian mortgage brokers with administrative tasks to

prepare, process and track loan applications. The role requires you to communicate with relative stakeholders,

prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to

post approval within required timeframes. This role also requires you to contribute to making the overall customer

experience a smooth and streamlined process, working closely with the client and broker to research lenders,

products and policies to suit the clients requirements.

Skills Required :

• Certificate IV Financing & Mortgage Broking
• Bachelor’s Degree in a relevant course.
• More than 4 years of experience in an Australian mortgage broking industry specialising in AU loan processing.
• Has a strong understanding of complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)
• Has a strong understanding of various income streams and is confident in income calculations for PAYG, SMSF, company and trust financials.
• Previous experience in data entry of client information to MyCRM (LMG CRM system)
• Previous experience in data entry of a loan application into MyCRM and Apply Online (AOL),  Simpology, or direct to the lender.
• Previous experience in generating application paperwork, including those for the First Home Buyers and Discharge forms.
• 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 (Monday.com, Trello, Airtable etc).

What will you do?

Join the awesome team and enjoy these benefits & perks :

Benefits

Financial Perks :

Work-Life Integration and Perks :

Prime Location

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.

#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech

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.