Loan Processing Training Officer

4 weeks ago

Taguig, Philippines MA Financial Group Full time

Overview

Role Title: Learning & Development Support Officer – AU Mortgages

Work Setup: Hybrid

4 days onsite, 1 day work from home (Wednesdays). Work-from-home arrangement will apply after a suitable induction period and demonstration of competency

The Learning and Development Support Officer will support the Finsure Broker Academy (the mentoring program designed for New to Industry Brokers). The LDSO will also be required to support the rest of the Learning and Development team (Infynity Training and Wikibroker Credit Concierge) as and where required for:

  • Planned leave absences
  • Unplanned leave absences
  • Termination of staff
  • Peak workloads
Duties & Responsibilities
  • Broker Loan Application File Review support (prior to submission to the Lender)
  • Fresh Desk ticket assistance with general enquiry from Finsure Broker Support regarding Academy interviews, MFAA renewal forms, terminations etc.
  • Academy Onboarding - New Broker Academy Broker Checklist to be followed
  • Monthly Mentor Fee Audit
  • Trigger Compliance Audit pending Academy Broker Graduation / removal from File review task / Change of Mentor tiers / File investigation.
  • Update of outdated Learning Materials including Powerpoints, logos & dates etc
  • Train other staff in the Philippines & Australia (& our customers in Australia as required) on the use of our proprietary software platform Infynity
  • Other tasks, as assigned by People Leader of the team or by the Head of Broker Training & Education at Finsure or the Learning & Development Manager
Knowledge, skills-set and experience required
  • Medium level experience with use in spreadsheets
  • Ability to quickly form relationships with new members
  • Meeting of required processing timeframes as advised by your Management
  • Ability to work in a fast-paced environment
  • Ability to time-manage
  • Attention to detail with a high level of accuracy
  • At least 2 year(s) of working experience in relatable field is required for this position
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