[POOLING] Mortgage Broker Admin Support
Offer summary
Qualifications:
Minimum of 1 year work experience in Australian admin, real estate virtual assistance, or similar roles., Background in financial services or mortgage industry is required., Proficiency in Microsoft Office (Word, Excel, Outlook) is essential., Strong communication, organization, and multitasking skills, with the ability to work independently or in a team..Key responsibilities:
- Manage the loan application process from post-appointment to post-settlement support.
- Accurately input and process loan applications and borrower data.
- Organize, scan, file, and retrieve loan documents in compliance with procedures.
- Engage with borrowers and stakeholders to facilitate communication and ensure client satisfaction.
Job description
Company Description
Lendi Group is a marketleading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this marketleading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.
Job Description
Application Management: Manage the loan application process from post appointment stage to postsettlement support, ensuring a seamless experience for brokers, clients, and stakeholders. This includes responding to client inquiries, assist with loan packaging, tracking application progress, identifying followup actions, and liaising with lenders and internal teams to resolve issues efficiently.
Data Entry and Processing: Accurately inputting loan applications, borrower information, and relevant data into the system, ensuring the integrity of our records with meticulous attention to detail and precision.
Document Management: Managing crucial loan documents is foundational to our operations. Youll organize, scan, file, and retrieve these documents in strict adherence to established procedures and regulatory requirements.
Customer Communication: Engage with borrowers, internal stakeholders, and external partners to facilitate the loan application process. Address inquiries, provide updates, and uphold positive interactions to ensure client satisfaction.
Administrative Support: Help keep things running smoothly by assisting Australian Brokers and stakeholders with tasks like scheduling appointments, coordinating meetings and preparing reports. Youll also provide general administrative support, including keeping an eye on emails for important actions and keeping everyone updated on application statuses. Assist the brokers with valuation, pricing and rate reviews.
Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with the flexibility to respond to queries from clients and stakeholders as needed, to support a cohesive working environment. Additionally, it encompasses other ad hoc tasks as assigned.
Qualifications- Minimum of 1 year work experience in Australian Admin, Real Estate Virtual Assistant, or similar roles, required to have a financial service or mortgage industry background.
- Demonstrated effective communication skills, both written and verbal, for engaging with borrowers, stakeholders, and external partners.
- Proficiency in Microsoft Office suite (Word, Excel, Outlook) is essential for handling documentation and correspondence effectively.
- Highly organized with excellent time management abilities to efficiently handle tasks and responsibilities.
- Strong ability to multitask and prioritize tasks effectively, ensuring deadlines are met and objectives are achieved.
- Capable of working independently as well as collaboratively within a team, fostering a cooperative and productive work environment.
- Candidates who have previous experience working with Australian clients is highly preferred
Additional Information
Additional Information
Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customerfirst approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.
We support our people in a variety of ways, but a few of the benefits that our people rave about include:
- A vibrant, relaxed, yet professional culture.
- We offer a hybrid working arrangement designed to support worklife balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
- A holistic wellbeing programs offering 247 support to enable our team to thrive at home and work.
- Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
- Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
- Monthly internet subsidy to help you stay productive at home
- Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
- Access to all governmentmandated benefits, including SSS, PhilHealth, and PagIBIG.
Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building bestinclass products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.
We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.
This is an opportunity to shape the future of a fastgrowing, purposedriven company that’s transforming the homeownership journey.
Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!
Lendi Group is a marketleading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this marketleading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.
Job Description
Application Management: Manage the loan application process from post appointment stage to postsettlement support, ensuring a seamless experience for brokers, clients, and stakeholders. This includes responding to client inquiries, assist with loan packaging, tracking application progress, identifying followup actions, and liaising with lenders and internal teams to resolve issues efficiently.
Data Entry and Processing: Accurately inputting loan applications, borrower information, and relevant data into the system, ensuring the integrity of our records with meticulous attention to detail and precision.
Document Management: Managing crucial loan documents is foundational to our operations. Youll organize, scan, file, and retrieve these documents in strict adherence to established procedures and regulatory requirements.
Customer Communication: Engage with borrowers, internal stakeholders, and external partners to facilitate the loan application process. Address inquiries, provide updates, and uphold positive interactions to ensure client satisfaction.
Administrative Support: Help keep things running smoothly by assisting Australian Brokers and stakeholders with tasks like scheduling appointments, coordinating meetings and preparing reports. Youll also provide general administrative support, including keeping an eye on emails for important actions and keeping everyone updated on application statuses. Assist the brokers with valuation, pricing and rate reviews.
Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with the flexibility to respond to queries from clients and stakeholders as needed, to support a cohesive working environment. Additionally, it encompasses other ad hoc tasks as assigned.
Qualifications- Minimum of 1 year work experience in Australian Admin, Real Estate Virtual Assistant, or similar roles, required to have a financial service or mortgage industry background.
- Demonstrated effective communication skills, both written and verbal, for engaging with borrowers, stakeholders, and external partners.
- Proficiency in Microsoft Office suite (Word, Excel, Outlook) is essential for handling documentation and correspondence effectively.
- Highly organized with excellent time management abilities to efficiently handle tasks and responsibilities.
- Strong ability to multitask and prioritize tasks effectively, ensuring deadlines are met and objectives are achieved.
- Capable of working independently as well as collaboratively within a team, fostering a cooperative and productive work environment.
- Candidates who have previous experience working with Australian clients is highly preferred
Additional Information
Additional Information
Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customerfirst approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.
We support our people in a variety of ways, but a few of the benefits that our people rave about include:
- A vibrant, relaxed, yet professional culture.
- We offer a hybrid working arrangement designed to support worklife balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
- A holistic wellbeing programs offering 247 support to enable our team to thrive at home and work.
- Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
- Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
- Monthly internet subsidy to help you stay productive at home
- Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
- Access to all governmentmandated benefits, including SSS, PhilHealth, and PagIBIG.
Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building bestinclass products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.
We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.
This is an opportunity to shape the future of a fastgrowing, purposedriven company that’s transforming the homeownership journey.
Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!
Application Management: Manage the loan application process from post appointment stage to postsettlement support, ensuring a seamless experience for brokers, clients, and stakeholders. This includes responding to client inquiries, assist with loan packaging, tracking application progress, identifying followup actions, and liaising with lenders and internal teams to resolve issues efficiently.
Data Entry and Processing: Accurately inputting loan applications, borrower information, and relevant data into the system, ensuring the integrity of our records with meticulous attention to detail and precision.
Document Management: Managing crucial loan documents is foundational to our operations. Youll organize, scan, file, and retrieve these documents in strict adherence to established procedures and regulatory requirements.
Customer Communication: Engage with borrowers, internal stakeholders, and external partners to facilitate the loan application process. Address inquiries, provide updates, and uphold positive interactions to ensure client satisfaction.
Administrative Support: Help keep things running smoothly by assisting Australian Brokers and stakeholders with tasks like scheduling appointments, coordinating meetings and preparing reports. Youll also provide general administrative support, including keeping an eye on emails for important actions and keeping everyone updated on application statuses. Assist the brokers with valuation, pricing and rate reviews.
Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with the flexibility to respond to queries from clients and stakeholders as needed, to support a cohesive working environment. Additionally, it encompasses other ad hoc tasks as assigned.
- Minimum of 1 year work experience in Australian Admin, Real Estate Virtual Assistant, or similar roles, required to have a financial service or mortgage industry background.
- Demonstrated effective communication skills, both written and verbal, for engaging with borrowers, stakeholders, and external partners.
- Proficiency in Microsoft Office suite (Word, Excel, Outlook) is essential for handling documentation and correspondence effectively.
- Highly organized with excellent time management abilities to efficiently handle tasks and responsibilities.
- Strong ability to multitask and prioritize tasks effectively, ensuring deadlines are met and objectives are achieved.
- Capable of working independently as well as collaboratively within a team, fostering a cooperative and productive work environment.
- Candidates who have previous experience working with Australian clients is highly preferred
- A vibrant, relaxed, yet professional culture.
- We offer a hybrid working arrangement designed to support worklife balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
- A holistic wellbeing programs offering 247 support to enable our team to thrive at home and work.
- Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
- Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
- Monthly internet subsidy to help you stay productive at home
- Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
- Access to all governmentmandated benefits, including SSS, PhilHealth, and PagIBIG.
Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building bestinclass products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.
We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.
This is an opportunity to shape the future of a fastgrowing, purposedriven company that’s transforming the homeownership journey.
Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!
Additional Information
Additional Information
Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customerfirst approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.
We support our people in a variety of ways, but a few of the benefits that our people rave about include:
Qualifications
Required profile
Experience
Other Skills
- Multitasking
- Time Management
- Organizational Skills
- Microsoft Office
- Teamwork
- Communication
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