Remotery

Senior Credit Analyst – Parabroker, AU Mortgage, Mercury CRM

atPear Tree.RemotePH flagPhilippinesFull-timeCustomer SuccessSenior$3,100/month

Posted Jun 17

This is a fully remote position, open to applicants in Philippines.

πŸ“‹ Description

β€’ Assist mortgage brokers by overseeing the complete loan processing cycle.

β€’ Collaborate internally with Directors, Mortgage Brokers, and the Broker Support Team.

β€’ Manage and update the Mercury CRM to ensure accurate pipeline tracking.

β€’ Execute initial credit pre-assessments and formulate credit proposals.

β€’ Prepare and package mortgage applications for submission.

β€’ Follow up with lenders, solicitors, and conveyancers to ensure timely progression towards settlement.

β€’ Act as a primary point of contact for clients from pre-assessment through to settlement.

β€’ Keep abreast of the latest lender policies, products, and industry regulations.


⛳️ Requirements

β€’ 4–5 years of experience in credit analysis within the Australian Mortgage Broking Industry.

β€’ In-depth understanding of mortgage, asset finance, personal loan, and commercial loan products and their application processes.

β€’ Demonstrated experience in end-to-end loan processing, packaging, and liaising with lenders.

β€’ Proficiency with CRM systems and lender submission platforms.

β€’ Exceptional attention to detail, organizational skills, and time management capabilities.

β€’ Strong written and verbal communication skills.

β€’ Positive demeanor, robust work ethic, and proven problem-solving abilities.

β€’ Capability to prioritize competing tasks across multiple files simultaneously.

β€’ Familiarity with Microsoft Outlook.

β€’ Experience with Mercury CRM (Connective).

β€’ Knowledge of ApplyOnline (AOL).

β€’ Experience with Quickli.

β€’ Proficient in Microsoft Teams.

β€’ Certificate IV in Finance and Mortgage Broking or an equivalent qualification (preferred).

β€’ Previous experience in a mortgage broking firm or lending institution (preferred).

β€’ Understanding of regulatory requirements in the financial services sector (preferred).


🏝️ Benefits

β€’ Competitive salary and performance-based incentives.

β€’ Opportunities for professional development and career advancement.

β€’ Supportive team environment with a focus on collaboration and success.

β€’ Access to the latest tools and technology to enhance productivity.

People also viewed

PointClickCare2 days ago

Vice President, Customer Success – Acute and Payer

US flagUnited States, +1 more stateFull-timeCustomer Success
ApplyView job
Trakto2 days ago

Analista de Customer Success – Espanhol Fluente

BR flagBrazil OnlyFull-timeCustomer Success
ApplyView job
Recharge2 days ago

Customer Success Manager

US flagUnited States OnlyFull-timeCustomer Success$84.7k – $106k/year
ApplyView job
OfficeSpace Software2 days ago

Client Success Manager – Enterprise Accounts

US flagUnited States OnlyFull-timeCustomer Success
ApplyView job
Spring Health2 days ago

Customer Success Associate

US flagUnited States OnlyFull-timeCustomer Success$31 – $36/hour
ApplyView job
GeneDx2 days ago

Client Success Manager

US flagUnited States OnlyFull-timeCustomer Success$90k – $120k/year
ApplyView job

Never miss a great job!

Get handpicked remote jobs straight to your inbox weekly.

Trusted by 7,400+ designers