Offer summary

Qualifications:

Prior experience in a broker support or financial services role is preferred., Proficiency in CRM systems, especially myCRM (LMG version)., Strong organizational and multitasking skills with a focus on accuracy., Excellent verbal and written communication skills. .

Key responsibilities:

Assist brokers in sourcing and comparing loan pricing options from various lenders.

Coordinate and manage valuation requests with lenders and external providers.

Accurately input and maintain client broker and application data within the myCRM system.

Perform high-volume data entry and assist in preparing documentation for client files.

Job description

This is a remote position.

POSITION SUMMARY:

The Broker Support Specialist is responsible for supporting our brokers with essential administrative and operational tasks. The ideal candidate will have experience in general pricing, valuations, variations, and data input, with a strong familiarity with CRM systems, particularly myCRM (LMG version). This role is critical in ensuring a seamless client experience and supporting brokers in meeting their goals.

The candidate must have strong verbal and written communication skills - effective interaction, resourceful, and able to find solutions independently, anticipating challenges and proactively addressing them, can be trusted to handle information, maintain confidentiality, and consistently deliver quality work.

PERFORMANCE OBJECTIVES:

General Pricing Support:

Assist brokers in sourcing and comparing loan pricing options from various lenders.
Maintain an up-to-date understanding of lender rates, policies, and market trends.
Provide brokers with accurate pricing scenarios based on client needs.

Valuations and Variations:

Coordinate and manage valuation requests with lenders and external providers.
Monitor the progress of valuations and ensure timely delivery of results.
Process and manage loan variations, including adjustments to terms, products, or structures.
Communicate with lenders to ensure all changes are implemented correctly.

CRM Management (myCRM – LMG version):

Accurately input and maintain client broke and application data within the myCRM system.
Track the progress of applications and provide updates trs and clients.
Generate reports and manage client communications through the CRM platform.
Ensure data integrity and compliance with company policies.

Data Input and Administration:

Perform high-volume data entry with precision and attention to detail.
Assist in preparing documentation for client files and loan submissions.
Manage and organise client records, ensuring all necessary documentation is obtained and filed appropriately.
Support brokers with ad-hoc administrative tasks as required.

Requirements

QUALIFICATIONS AND SKILLS:

Prior experience in a broker support or financial services role (preferred).
Proficiency in CRM systems, particularly myCRM (LMG version), or similar platforms.
Strong organisational and multitasking skills with a focus on accuracy.
Excellent verbal and written communication skills.
Knowledge of the mortgage industry, including lender policies and processes, is highly desirable.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant tools.
Ability to work collaboratively in a team environment and independently as needed.

Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep – that’s right, 100% work from home. But wait there’s more. Here are just some of our benefits: