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Parabroker

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • •
    Problem Reporting
  • •
    Calculators
  • •
    Microsoft Office
  • •
    Time Management
  • •
    Proactivity
  • •
    Organizational Skills
  • •
    Detail Oriented
  • •
    Verbal Communication Skills
  • •
    Self-Motivation
  • •
    Problem Solving

Roles & Responsibilities

  • At least 2 years of experience in parabroking, loan processing, or related financial services
  • Understanding of mortgage lending, loan structures, and regulatory requirements in Australia (preferred) or relevant markets
  • Proficiency with mortgage CRM systems (e.g., ApplyOnline, Mercury, or similar), Microsoft Office Suite, and financial calculators
  • Excellent written and verbal English communication, strong problem-solving abilities, and ability to work independently with deadlines

Requirements:

  • Assist mortgage brokers in preparing and processing loan applications from submission to settlement
  • Prepare and verify loan documentation, ensuring compliance with industry regulations and lender requirements
  • Liaise with lenders, clients, and other stakeholders to track the progress of applications and resolve issues
  • Perform preliminary assessments of client financials, credit reports, and borrowing capacity

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

  • Experience: At least 2 years of experience in a parabroking, loan processing, or similar financial services role. 
  • Knowledge: Understanding of mortgage lending, loan structures, and regulatory requirements in Australia (preferred) or relevant markets. 
  • Technical Skills: Proficiency in mortgage CRM systems (e.g., ApplyOnline, Mercury, or similar), Microsoft Office Suite, and financial calculators. 
  • Attention to Detail: Strong accuracy and organisational skills to manage multiple applications efficiently.
  • Preferred Qualifications: 
  • Experience working with Australian mortgage brokers. 
  • Familiarity with compliance requirements such as NCCP regulations. 
  • Background in finance, banking, or related fields.
  • Communication: Excellent written and verbal English skills to liaise with clients and lenders professionally. 
  • Problem-Solving: Ability to troubleshoot loan application issues and provide solutions proactively. 
  • Work Ethic: Self-motivated, able to work independently, and manage tasks within deadlines.

Core responsibilities:

  • Assist mortgage brokers in preparing and processing loan applications from submission to settlement. 
  • Conduct research on lender policies, interest rates, and loan products to support client recommendations. 
  • Prepare and verify loan documentation, ensuring compliance with industry regulations and lender requirements. 
  • Liaise with lenders, clients, and other stakeholders to track the progress of applications and resolve any issues. 
  • Perform preliminary assessments of client financials, credit reports, and borrowing capacity. 
  • Maintain accurate and up-to-date client records in CRM systems and other platforms. 
  • Draft compliance documents and ensure all necessary paperwork is complete before submission. 
  • Provide general administrative support, including data entry, reporting, and correspondence handling. 
  • Assist in preparing loan comparison reports and client presentations.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

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