Broker Assistant | WFH

4 weeks ago

Taguig, Philippines Satellite Office Full time

Broker Assistant Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide. What will be your main responsibilities? Data entry Using Aggregator CRM (Infynity) input loans Use of data collection systems (Currently Mystro) Apply online to submit loans to lenders Assembling compliance paper work i.e. SOCA Guide CRM based tasks like checking reports and providing settlement letters Ordering of valuations and downloading property reports Deal Assessment Serviceability Funding Tables to determine LVR and security Document Verification Provide lender options to broker Understand Compliance regime as a Mortgage broker Bank Liaison Following up banks for - Application progress Pricing requests Deal escalations Documentation Settlement bookings AD-hoc requests - i.e. discharge, loan amendments, etc. What are we looking for? Mandatory At least 3 years working directly on AUS mortgage broking files Ability to understand AUS pay‑slips, financials, tax returns to service self‑employed clients Familiar with AOL (Apply Online) Familiar with other aggregation platforms (e.g. Infynity, Sales trekker, Podium, Mercury, etc.) Ability to critically assess information being submitted to lenders and cognitiveneed to be able to identify and escalate to us for our response. Team player and not afraid to get on the phone and speak with us to ask questions to aid understanding or check on file progress. Self‑motivated Excellent attention to detail Preferred but not essential Accounting background in AUS taxation 5 years plus or extensive experience in processing AUS mortgages Experience with Infynity CRM (Finsure Group) Leadership aspirations we are growing and would like this candidate to potentially provide leadership guidance to the team as we scale up. Experience in writing commercial or business loans #J-18808-Ljbffr

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