Broker Specialist

Summary

The job is for a loan processing position in an Australian Mortgage Broking company based in the Philippines. The role involves handling client loan applications, reviewing documents, initiating new applications, and uploading supporting documents. The employee will work Monday – Friday (9:00 AM - 6:00 PM AEST). Required skills include specific experience with CRM and project management tools, and a minimum Certificate IV Financing & Mortgage Brokering.

Requirements

• Minimum 2 years work experience in end to end processing and administration of loan with Australian Mortgage Broking
• Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM
• Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc)

Responsibilities

• Handle, analyze and prepare client loan applications
• Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find
• Review client documents and fact-find sessions and manage data entry and credit report requests
• Initiate new loan applications after lead generation or Online Fact Find
• Share the Game Plan with customers for review and e-signature
• Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen)
• Facilitate application validation and final checks in Apply Online

Preferred Qualifications

Experience in HubSpot

Benefits

• Hybrid (Initially Office Based Training and will transition to Work from Home)
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA