Excellent oral and written communication skills with proven engagement abilities.
High attention to detail, strong analytical thinking and sound judgment.
Self-motivated, capable of working independently to meet deadlines; proficient with Microsoft Office and willing to learn Mercury software.
Strong organizational skills and dedication to customer service; experience in financial services, lending, or administrative roles preferred but not mandatory.
Requirements:
Client communication: Reach out to existing clients via email and text to inform them about potential price discounts from their lenders; provide prompt and informative responses to inquiries and requests.
Loan processing and document management: Prepare and chase all necessary documents for the Director/Broker after a product is selected, including ordering discharges, ordering valuations, chasing missing information, and ensuring everything is prepared accurately.
Mercury software utilization and data management: Undergo training to become proficient in Mercury; log into Mercury to access client details, review loan information, initiate negotiations with lenders, and maintain meticulous client data in the system.
Discount acquisition, repricing, and scheduling: Collaborate with the parabroker team to identify opportunities for price discounts; gather necessary documentation for lender negotiations; align with the six-month repricing schedule and manage calendar for meetings.
Job description
This is a remote position.
Client Communication: Reach out to existing clients through email and text messages to inform them about potential price discounts from their current lenders. Provide prompt and informative responses to client inquiries and requests.
Loan Processing: prepare (and chase up) all necessary documents required for the Director/Broker once a product is selected. This includes but is not limited to ordering discharges, ordering valuations, chasing up of missing information, and ensuring everything is prepared accurately.
Mercury Software Utilization: Undergo training to become proficient in using the Mercury software, the same software used by our team. Log into the Mercury system to access client details, review loan information, and initiate negotiations with lenders.
Discount Acquisition: Collaborate with the parabroker team to identify opportunities for price discounts on clients' loans. Gather necessary documentation and information required for lender negotiations.
Data Entry and Management: Maintain meticulous records of client interactions, communications, and updates within the Mercury system. Ensure that all client data remains accurate and up-to-date.
Repricing Schedule: Work in alignment with our repricing schedule, which involves reviewing and potentially renegotiating loan terms every six (6) months for each client.
Calendar management: Booking and scheduling meetings and appointments for the Director/Broker.
May be required to run credit scenarios with lenders and bank BDM’s, via assisting the broker team as a credit analyst/para-broker.
Requirements
Excellent oral and written communication skills.
Proven engagement and communication skills.
Strong attention to detail, analysis and judgment skills.
Shows initiative, self-motivated and capable of working independently to meet deadlines.
Proficiency in using software applications, including Microsoft Office, and a willingness to learn and master the Mercury software.
Outstanding organizational skills to manage a substantial client portfolio.
Dedication to providing excellent customer service and helping clients realize potential savings.
Previous experience in financial services, lending, or administrative roles is highly preferred but not mandatory.
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 saving business owners 2,000,000 hours by 2031 and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent.
We recognise 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.
