The purpose of the Broker Review Officer role is to ensure that the portfolio targets are met through the provision of expertise information to the LMG File Review process. This person is expected to have a deep understanding and high level of process know-how of the program.
Skills Required
Bachelors Degree in any relevant course.
1-2 years of experience in AU Mortgage.
Related experience in client relations and broker support is preferred.
Excellent English communication skills verbal and written.
What will you do?
Quality checking the file for submission.
Perform QA evaluations.
To review and where necessary adjust the loan submission to ensure the application meets lender requirements and submission quality is at the highest possible standard
Understanding the lender checklist requirements for loan submission
Follow industry regulations set by ASIC
Ensure upload of required client documents in MyCRM as applicable i.e. Identification Documents, Compliance Documents, Income Documents, Alt Doc, Full Doc, Rental Income, Government Income, Investment Income, Living Expenses, Child Support, Existing Liabilities, Miscellaneous Liabilities, BNPL, Refinance Documents, Purchase Documents, Construction Documents, Guarantors, Lender Application, Additional Documents, Trusts, Reverse Mortgages and Asset Finance/Personal Loans Analysing loan applications and supporting evidence to make professional judgements on file quality, adherence to legislation and internal Policies and Procedures
Contribute to the effectiveness and consistency of audit practice and outcomes, through actively participating in professional development and business improvement activities.
Create on a weekly basis audit reports on findings and make recommendations for future action in accordance with legislative requirements.
Maintain accurate and comprehensive records of audit activities, findings, and decisions, in accordance with policies and procedures
Meeting defined minimum audit output on a weekly basis. Audit reviews conducted by Internal Audit Manager, Lenders and ASIC
Delivery of exceptional customer service when engaging with clients & other stakeholders to the loan application process. This communication will occur daily.
Providing updates on various cases
Join the awesome team and enjoy these benefits & perks:
Benefits
Offering paid training program to help you get up to speed and excel in your role.
Available Work Set up: Work from Home
Competitive salary package and annual performance review, monthly rewards and recognition program.
Access to knowledge base tools, resource center and training library.
HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
Mandatory Government Benefits and 13th Month Pay
Leave credits and convertible to cash of unused sick leave, paid quarterly.
Access to Emergency and Bereavement Leave
Financial Perks
Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.
Work-Life Integration And Perks
WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
Regular company-wide events, engagement activities, and a culture that values work-life balance
Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
Cafeteria with affordable food concessionaire partners.
Complimentary coffee and ice cream every day.
Sleeping Quarters and Shower rooms for comfort and convenience.
Prime Location
Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.
#ConnectOSCareers #JoinConnectOS
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.
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