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Broker Assist Trainees | Dayshift

3 months ago

Metro Manila, Philippines Ezy Service Centre Corporation Full time

Introduction: 
Join our team as a Broker Assist Trainee, where you will embark on a comprehensive training program designed to equip you with the skills and knowledge needed to excel in the fast-paced world of brokerage support and virtual assistance. 
This traineeship provides a unique opportunity for individuals looking to enter the BPO and financial services industry.

TRAINEE DUTIES AND RESPONSIBILITIES:


Data Entry:
• Ensure accuracy of data entry, and compliance with service levels.
Application Processing:
• Assist mortgage brokers in gathering necessary documentation from clients.
• Prepare and submit mortgage applications to lending institutions.


Client Communication and Service:
• Act as a point of contact for clients, providing updates on the status of their mortgage applications.
• Address client inquiries and assist in resolving issues.
• Ensure delivery of exceptional service standards to all clients.
File Management:
• Organize and maintain client files, ensuring all documentation is accurate and complete.
• Monitor and follow up on outstanding documents or information.


Lender and Partner Liaison:
• Communicate with lending institutions and other partners to facilitate a smooth 
mortgage approval and settlement process.
Training and Development:
• Participate in ongoing training to stay updated on mortgage industry policies, trends, and best practices.


Virtual Assistance: 
• Learn and utilise virtual assistant tools to enhance productivity and efficiency.
• Manage calendars, schedule appointments, and coordinate meetings for brokers.
• Handle inbound and outbound calls and emails with the highest standards of service and professionalism.


Qualifications: 

• Confident spoken and written English communication skills.
• A positive attitude and outgoing personality.
• Reliable and diligent.
• A good team player.
• Willingness to learn and adapt to new technologies and industry trends.


Some of the benefits are: 
• A competitive trainee salary and allowances.
• Comprehensive training and mentoring.
• Exposure to the BPO and financial services industries, and potential for career advancement.
• A collaborative and supportive team environment.

 


About ESC Corp 

ESC is an Australian BPO established in The Philippines and Vietnam for 14 years.
We specialise is supporting small and medium businesses to compete and grow by leveraging our management expertise, and our highly capable Filipino team, across financial services, NDIS and disability support, and IT support and development.
Our vision is to become a leading service provider by creating tailored-fit outsourcing services that reliably and effectively support our clients in achieving their business goals, and at the same time, to provide a nurturing and engaging team environment for our staff, leading to rewarding, long term career development.
ESC is an equal opportunity employer. We celebrate diversity, and we are genuinely committed to creating an inclusive and respectful workplace for all employees