Broker Admin Officer

Summary

Join ConnectOS, a top-rated Philippines employer, and work as a Broker Support Specialist! This part-time role (20 hours/week, flexible shift) offers a competitive hourly rate (P300-P320). You'll be client-facing, handling loan applications, liaising with lenders, and ensuring smooth loan processing. Experience in broker support, particularly in the loan and mortgage industry, is required. ConnectOS is a Great Place to Work certified company offering a supportive and inclusive work environment.

Requirements

• Must have broker support experience preferably in Loan and Mortgage industry 2--3 years of experience
• Will be client facing for calls only
• Data entry

Responsibilities

• Exceed client expectations by delivering a seamless loan application experience
• Collect, organise, and submit loan applications while ensuring the accuracy and completeness of supporting documents
• Liaise with lenders to facilitate timely assessments and influence processing timelines
• Act as the main point of contact for clients, providing updates and proactively addressing documentation needs
• Communicate with professionals such as conveyancers, real estate agents, accountants, and valuers to ensure smooth loan processing
• Manage client data within CRM systems and navigate the loan portal 'Apply Online' for application submissions
• Verify documentation for accuracy, validity, and compliance with policies and regulations
• Conduct basic income calculations, assist with loan sign-ups, and support borrower appraisals

Preferred Qualifications

• Sales Tracker - CRM (training will be provided as long as candidate has similar CRM experience)
• Cert IV in Financial Services, Mortgage Broking (Preferred but not essential)