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AU Broker's Assistant | ZR_664_JOB

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

Minimum 2 years of relevant experience, Experience in mortgage broking preferred, Technical proficiency with industry software, Strong organizational skills.

Key responsabilities:

Assist in preparing and submitting loan applications
Maintain clear communication with clients and institutions

PeoplePartners Inc. https://www.peoplepartnersbpo.com/

201 - 500 Employees

See all jobs

Job description

Job Overview

We are looking for a motivated AU Broker’s Assistant to support our growing mortgage brokerage team. In this role, you’ll assist with loan application processing, manage client communications, ensure compliance, and maintain accurate documentation. The ideal candidate will have experience in mortgage broking, technical proficiency with industry software, and strong organizational skills. If you're detail-oriented and thrive in a fast-paced environment, this is a great opportunity to grow your career in the financial services industry.

Job Description

As an AU Broker's Assistant, you will be an essential part of the:

Loan Application Processing: Assist in preparing and submitting loan applications, ensuring all documents meet lender requirements and are accurate.
Data Entry: Accurately input and maintain client details and relevant documentation in our internal systems.
Progress Payments: Coordinate and manage progress payment requests during the construction loan process.
Discharge Management: Assist in the discharge process, ensuring smooth transitions for clients and compliance with lender requirements.
Communication: Maintain clear and professional communication with clients, referrers, and financial institutions, providing updates and addressing inquiries promptly.

Requirements

Minimum 2 years of relevant experience as an AU Broker's Assistant.
Previous experience in mortgage broking or a related financial services role is highly desirable, with a strong understanding of loan processes and lender requirements.
Technical Proficiency:
- Experience with Microsoft Outlook for email management and calendar tasks.
- Familiarity with Broker Engine for workflow management and loan processing.
- Competence in using Apply Online for loan submissions and related tasks.
Attention to Detail: High accuracy in data entry, document preparation, and ensuring compliance with lender and regulatory standards.
Communication Skills: Exceptional verbal and written communication skills for liaising with clients, referrers, and banks in a clear and professional manner.
Organization: Strong ability to prioritize, manage multiple tasks efficiently, and meet deadlines.
A relevant qualification in finance, business, or a related field would be an advantage but is not essential.
Knowledge of additional loan processing tools or software is a plus.