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Mortgage Application Assistant

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

Experience as a Mortgage Broker Assistant, Familiarity with AOL Apply Online, Background as Loan Processor or Virtual Assistant, Experience interacting with Settlement agents and Lender Credit Assessors, Proficiency in using CRM systems like Finsure or Connective.

Key responsabilities:

Assist with loan processing and documentation
Manage communication between clients and lenders
Support administrative tasks for the mortgage broker
Ensure compliance with industry regulations

BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/

501 - 1000 Employees

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Job description

Your missions

This is a remote position.

Full time, 40 hours a week
Monday to Friday 9am - 6pm AEST (7am - 4pm Manila Time)

About the Client: The client is a mortgage broker company based in Canberra, ACT, Australia. They specialize in providing a wide range of financing options to assist individuals in finding the best mortgage solutions tailored to their needs and budget.

Key Responsibilities

- Assist with loan processing, application follow-ups, and documentation.

- Manage communication with clients and lenders.

- Support the mortgage broker in administrative tasks and scheduling.

- Ensure compliance with industry regulations and standards.

Requirements

- Proven experience as a Mortgage Broker Assistant or similar role in an Australian mortgage company

- Experience in AOL (Apply Online)

- Worked as Loan Processor / Virtual Assistant for an Australian broker previously and can take an application from Submission – through to – Settlement.

- Experience with dealing with Settlement agents (FMS, Dentons, Galilee etc), Including calling and discussing the application with them over the phone.

- Experience dealing with Lender Credit Assessors

- Proactive and efficient at multi-tasking

- Experience with communicating with clients; with excellent communication and customer service skills.

- Detail-oriented with strong analytical abilities.

- Has experience in using CRM from Finsure, Connective, Vow, SFG preferred.

- Higher level rather than data collection; Someone who is assessing rather than just collecting

Ideal to have:

Experience in communicating with clients via phone (most prefer only email, not phone calls. It would be ideal to have someone that doesn’t shy away from a quick hello to introduce themselves to the client.