[POOLING] Mortgage Broker Admin Support

Overview

(POOLING) Mortgage Broker Admin Support

2 weeks ago Be among the first 25 applicants

Company Description
Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and Australia’s #1 digital mortgage brand, Lendi. With a national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give Australians the power of choice and confidence in one of life’s biggest financial decisions. The group’s vision is to be the undisputed place for Australians to buy and own property through its Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

• Application Management: Manage the loan application process from post appointment stage to post-settlement support, ensuring a seamless experience for brokers, clients, and stakeholders. This includes responding to client inquiries, assisting with loan packaging, tracking application progress, identifying follow-up actions, and liaising with lenders and internal teams to resolve issues efficiently.
• Data Entry and Processing: Accurately input loan applications, borrower information, and relevant data into the system, ensuring the integrity of records with meticulous attention to detail.
• Document Management: Organize, scan, file, and retrieve crucial loan documents in adherence to established procedures and regulatory requirements.
• Customer Communication: Engage with borrowers, internal stakeholders, and external partners to facilitate the loan application process. Address inquiries, provide updates, and uphold positive interactions to ensure client satisfaction.
• Administrative Support: Assist Australian Brokers and stakeholders with scheduling appointments, coordinating meetings, preparing reports, keeping an eye on emails for important actions, and updating on application statuses. Assist brokers with valuation, pricing, and rate reviews.
• Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with flexibility to respond to queries from clients and stakeholders as needed, and other ad hoc tasks as assigned.

• Minimum of 1 year of experience in Australian Admin, Real Estate Virtual Assistant, or similar roles, with a financial services or mortgage industry background.
• Demonstrated effective written and verbal communication skills for engaging with borrowers, stakeholders, and external partners.
• Proficiency in Microsoft Office (Word, Excel, Outlook) for handling documentation and correspondence.
• Highly organized with excellent time management abilities; capable of multitasking and prioritizing to meet deadlines.
• Ability to work independently and collaboratively within a team.
• Candidate with previous experience working with Australian clients is highly preferred.

• A vibrant, relaxed, yet professional culture.
• Hybrid working arrangement with a requirement to work from Makati office at least once a month.
• Holistic wellbeing programs with 24/7 support.
• Comprehensive HMO coverage for you and one free dependent, plus life insurance from Day 1.
• Access to 25 days of leave (20 vacation days and 5 sick days).
• Monthly internet subsidy.
• Ongoing training and clear pathways for growth and promotion.
• Access to government-mandated benefits (SSS, PhilHealth, Pag-IBIG).

Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values guide how we collaborate, support one another, and drive progress with purpose. We are committed to a diverse and inclusive community at Lendi Group.