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XTN-F38A857 | VIRTUAL ASSISTANT

Role overview

Qualifications

  • Previous broker support experience and understanding of the full end-to-end mortgage application process
  • Quick learner
  • Impeccable communication skills
  • Strong work ethic

Responsibilities

  • Creating compliance documents for all home loan applications
  • Preparing and lodging home loan applications
  • Managing loan applications
  • Researching lender policy and process

Key facts

Other skills

  • Technical Acumen
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Organizational Skills
  • Microsoft Outlook
  • Ability To Meet Deadlines
  • Communication
  • Strong Work Ethic
  • Detail Oriented
  • Quick Learning

About the company

KMC Solutions logo

KMC Solutions

Outsourcing & Offshoring

The #1 flexible office space and fastest-growing EOR provider in the Philippines #DefyLimits 🚀

Company details

Company typeLarge
IndustryOutsourcing & Offshoring
Company size1001 - 5000

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Job description

The role
In the role of Broker Support, you will be assisting the Loan Administrators with tasks to assist with client mortgage applications including but not limited to ordering and managing to completion; pricing request, valuations, First Home Buyer Forms, Discharge of Mortgage Forms, and anything else that the Loan Administrators need assistance with.
What you'll need to succeed
Seeking intelligent, energetic and ambitious individuals that are eager to work in a mortgage broking environment. You must be a quick learner, have impeccable communication skills and a strong work ethic.

You will have some previous broker support experience and understand the full end to end mortgage application process and be eager to assist your colleagues with tasks to help the clients towards formal approval and settlement.

 

•  Health Insurance/HMO 
•  Enjoy unlimited MadMax Coffee
•  Diverse learning & growth opportunities
•  Accessible Cloud HR platform (Sprout)
•  Above standard leaves

Responsibilities:
Creating compliance documents for all home loan applications
Preparing Finance Strategies (with assistance from the broker)
Preparing and Lodging home loan applications
Managing loan applications
Preparing and Lodging First Home Buyer, Scheme, Discharge forms and other applications associated with home loan applications
Researching lender policy and process
Communicating with various lenders
Ordering valuations
Pricing requests & actioning pricing requests
Providing customer service for settled clients
Undertake any other finance-related duty, as requested.

Excellent attention to detail and the ability to work to strict deadlines.Process and deadline-drivenHighly organised and efficientGood working knowledge of lending products and the banking environment.You must have excellent customer relationship skills, and be able to nurture customers throughout their entire finance journeyAbility to learn quicklyStrong administration and customer service skills.Strong Computer skills are essential as you will be working with Microsoft Office (incl. Outlook, Excel, Word and Powerpoint)Experience with ApplyOnLine and/or Flex/Broker Engine is not essential but would be an advantage.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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