Senior Broker Service Specialist (AU Mortgage, WFH)

As a Senior Broker Service Specialist at ConnectOS, you'll handle a range of crucial responsibilities, including data entry into MyCRM, generating application paperwork, and ensuring document compliance with NCCP requirements. You'll also manage valuations, pricing requests, and conduct living expense analyses while collaborating closely with brokers to facilitate complex loan structures.

To qualify for the Senior Broker Service Specialist position at ConnectOS, candidates should possess a Bachelor's Degree and have over four years of experience in the mortgage industry, specifically focused on AU loan processing. Ideally, familiarity with CRM software like MyCRM and project management tools is essential, coupled with exceptional customer service skills and a detail-oriented approach.

Absolutely! The Senior Broker Service Specialist position at ConnectOS is designed to be a work-from-home opportunity. After a month of comprehensive onsite training, you'll seamlessly transition into a remote work setup, allowing flexibility while you contribute to our growing team.

At ConnectOS, we offer extensive support to our Senior Broker Service Specialists, including medical and dental coverage from day one, paid vacation, and sick leave. Our financial assistance program and regular company events foster a collaborative and exciting work environment, ensuring you thrive both professionally and personally.

ConnectOS is proud to be certified as a Great Place to Work, ensuring a positive environment for our Senior Broker Service Specialists. We value diversity and inclusivity in our workforce and promote a work culture that focuses on career growth, a healthy work-life balance, and engaging community initiatives.

When discussing your CRM experience, focus on specific software you've used, such as MyCRM or Flex. Share how you utilized these tools to improve workflow efficiency or enhance customer interactions, highlighting any measurable results or achievements.

In your response, emphasize your organizational skills and methods for prioritizing tasks, like using project management tools. Describe a specific instance where you effectively balanced conflicting priorities to meet deadlines without sacrificing quality.

Highlight your systematic approach to compliance, including staying updated with industry regulations, conducting thorough document checks, and fostering open communication with team members to identify and rectify compliance issues proactively.

Provide a specific example that demonstrates your problem-solving skills and resilience. Discuss the situation, the steps you took to address it, and the positive outcome that resulted from your actions.

Discuss how exceptional customer service not only strengthens client relationships but also drives referrals and customer loyalty. Share specific techniques you use to ensure positive customer experiences, such as active listening or follow-up communications.

Talk about your engagement with industry resources, such as webinars, publications, or professional networks. Highlight your commitment to continuous learning and adapting to changes in the mortgage landscape.

Emphasize the importance of collaboration in achieving the best outcomes for clients. Provide examples of successful projects or tasks that involved teamwork, showcasing your ability to communicate and work effectively with colleagues.

Discuss how attention to detail minimizes errors and ensures compliance with legal requirements, emphasizing that even small oversights can lead to significant consequences. Share personal standards or processes you follow to maintain high accuracy.

Outline a customer-centric approach that prioritizes understanding their concerns, providing clear communication, and following up to ensure resolution. Highlight any past experiences where you successfully turned a complaint into a positive experience.

Explain your method for analyzing financial documents, such as identifying key indicators of income and creditworthiness. Provide examples of complex financial assessments you’ve conducted and the conclusions you drew from your reviews.