Mortgage Brokering Assistant

  • Remote - Philippines

Remote

Sales

Entry Level

Job description

This is an exciting opportunity to join a dynamic, fast-paced work environment that values flexibility and fosters a positive, collaborative culture. Here, you’ll thrive in a supportive team setting while having the autonomy to grow and make a meaningful impact.

Company Profile:

Our client is one of Australia’s largest retail Mortgage Broker groups, providing home loan solutions to thousands of Australia’s every year. They’re proud to be part of many Australians’ lives as they work towards the true Australian dream “to own your own home”. They provide the highest level of quality service and industry-leading results. The business has a great family culture, an extensive client and referrer network and is growing at a significant rate.

They operate on an award-willing market-leading technology platform and leverage the use of modern technology to drive business efficiencies and the client experience. This business requires a start-up mindset, so you will be encouraged to learn, adapt, problem solve and roll up your sleeves to get the job done!

Duties and Responsibilities:

  • Sending off Hello Packs to clients

  • Analyzing loan application documents and packaging the loan for clients

  • Understanding the lender policy attached to the product chosen for the client

  • Liaising with lenders, clients and conveyancers to ensure that settlements occur smoothly

  • Submitting loan applications through AOL

  • Reviewing and where necessary adjusting the loan submission to ensure the application meets lender requirements

  • Ensuring that loan submission quality is at the highest possible standards

  • Providing administrative support as and where required

  • Following Loan Market policies regulated by ASIC

  • Most scenarios will be related to residential financing, but you will also gain significant exposure to complex clients and commercials.

  • Ideally have 3 - 5 year’s experience in a similar role

  • High attention to detail

  • Speedy delivery and professional client interaction

  • Ability to prioritise well and manage your daily schedule to ensure deadlines are met

  • Demonstrate consistent standards and the highest level of technical proficiency

  • Demonstrate a strong customer focus with a positive, can-do attitude

  • Proactive and self-motivated

  • Excellent communication skills and dedication to setting realistic client expectations

  • Ability to complete loan servicing, identify liabilities, and ensure high quality of all documents

  • Strong problem-solving skills

Advantageous:

  • Having experience using myCRM
  • Having experience using Dialpad
  • Having experience using Google Suite

Job Type: Contractor

Emp Type: Full-time / Direct Employment

Schedule: Monday to Friday 8:30 am to 5:00 pm (Brisbane Time) / 6:30 am to 3:00 pm (Manila Time)

Location: Permanent Work From Home

Industry: Financial Services

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