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Broker Admin Support (AU Mortage & Finance Broking) - WFH

72% Flex
Full Remote
Full time
Mid-level (2-5 years)

Broker Admin Support (AU Mortage & Finance Broking) - WFH

72% Flex
Remote: Full Remote
Contract: Full time
Experience: Mid-level (2-5 years)
Work from: Philippines

Offer summary

Qualifications: Minimum 2 years' work experience in loan administration, Good understanding of IT concepts and technologies, Experience in project management tools.

Key responsabilities:

  • Act as the liaison between mortgage broker and clients, manage communication and ensure documentation is complete and accurate
  • Gather and prepare necessary documents for mortgage applications, coordinate lender follow-up
  • Data entry, record-keeping, ensure compliance with regulations and guidelines, and scheduling appointments
ConnectOS logo
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ConnectOS
Large

http://www.connectos.co

1001 - 5000 Employees

Job description

Logo JobgetherYour missions
  • Why Join Us?

Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We’ll provide you with a professional support structure and benefits to ensure you can thrive.

We offer Premium HMO, awesome technology, and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development. We’re always searching for great talent to join our team.


Responsibilities

  • Act as a liaison between the mortgage broker and clients, handling communication via phone, email, or in-person. They may answer general inquiries, schedule appointments, and ensure that clients have all the necessary documentation and information.
  • Responsible for collecting all relevant documents from clients, such as income statements, tax returns, credit reports, and other financial information. They must ensure that all documentation is complete, accurate, and properly organized for submission to lenders.
  • Gather all the necessary documentation from clients, the admin support assists in preparing and submitting mortgage applications to various lenders on behalf of the broker.
  • Lender Follow-Up: They follow up with lenders to track the progress of mortgage applications, ensuring that all required information is provided and deadlines are met. This involves monitoring the status of applications and communicating updates to both the broker and the client.
  • Data Entry and Record Keeping: Admin support is responsible for accurately entering client data into the mortgage broker's systems or databases and maintaining comprehensive records of all transactions and interactions.
  • Compliance and Regulation: They must ensure that all mortgage-related activities comply with relevant industry regulations and guidelines, assisting in gathering necessary disclosures and ensuring that clients are aware of their rights and responsibilities.
  • Appointment Coordination: Admin support may handle the scheduling of meetings between the mortgage bro

Requirements


  • Minimum 2 years' work experience in loan administration.
  • Exceptional customer service skills and a friendly, professional demeanor.
  • Has a good understanding of IT concepts and technologies.
  • Exceptional customer service skills and a friendly, professional demeanor.
  • Experience in Project Management Tools (Monday.com, Trello, Asana, Notion etc)
  • Must be organized and must be able to resolve conflicting priorities and schedules.
  • Responsible and willing to take necessary actions and decisions to meet objectives.
  • Flexible and pragmatic approach to their work when required.
  • Has the ability to make the most effective use of time available.
  • Has the ability to tackle a problem by using a logical, systematic, sequential approach.


Nice to Have

  • Australian Customer or Broker facing experience or relevant experience within the financial institution.
  • Certificate IV Financing & Mortage Brokering

Benefits

  • Work from Home Set Up
  • Working Hours (Monday to Friday 6:00 AM to 3:00) PH Time
  • HMO process on Day 1
  • Paid Time-Off
  • Quarterly Sick-Leave conversion
  • Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
  • Projected Start Date of Training Date: October 2023
See more

Required profile

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Experience
Level of experience :
Mid-level (2-5 years)
Spoken language(s)
Check out the description to know which languages are mandatory.
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Hard Skills
Soft Skills
  • Exceptional customer service skills and professional demeanor
  • Organized and able to prioritize and resolve conflicts
  • Responsible, flexible, pragmatic, and efficient in problem-solving

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