Broker Service & Loan Processing (Australian Mortgage Broker)


Mandaluyong, Philippines

Broker Service & Loan Processing (Australian Mortgage Broker)

Mandaluyong City, Metro Manila

Mortgages (Banking & Financial Services)


Loan Management, Admin, and Business Development Duties:

  • Handle, analyse and prepare client loan applications
  • Distribute documents such as ‘Hello’ Pack, Credit Guide, File Invite, and Online Fact Find
  • Review client documents and fact-find sessions, and manage data entry and credit report requests
  • Initiate new loan applications after lead generation or Online Fact Find
  • Understand lender policies associated with client product choices
  • Share the Game Plan with customers for review and e-signature
  • Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
  • Facilitate application validation and final checks in Apply Online
  • Compliance and Quality Assurance:

  • Review and adjust loan submissions to meet lender requirements and ensure high submission quality
  • Familiarize yourself with lender checklist requirements for loan submissions
  • Adhere to industry regulations, including those set by ASIC
  • Requirements

  • Bachelor’s degree in business management, finance or related preferred.
  • 2+ years’ experience in Australian loan administration.
  • Experience using MyCrm, Infinity, Podium, Mercury Nexus, etc preferred.
  • Experience in Project Management Tools such as, Trello, Asana, etc preferred.
  • Benefits

  • Permanent WFH role after initial office-based training
  • Benefits Package from Day One including HMO coverage
  • Paid Time Off and Quarterly Sick-Leave Conversion
  • Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
  • Why Join Us?

    ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Our client is the largest Australian + New Zealand mortgage and finance broking aggregator with a large Philippine team. Client will provide training with local support.


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