Australian Mortgage Broker Assistant/Parabroker/Settlement Officer

Overview

Join our client's extraordinary team of highly skilled professionals, where expertise meets efficiency in the realm of administrative support. With a wealth of experience in mortgage broker processes and proficiency in industry-standard software, they are dedicated to delivering unparalleled support, ensuring seamless operations and success in every endeavor. Take the next step in your career journey with us and become an integral part of a dynamic company committed to excellence.

JOB DESCRIPTION FOR A MORTGAGE BROKER ASSISTANT

• Supporting the Broker throughout the loan application.
• Assisting the brokers at all stages of the loan process, from first contact through to settlement.
• Providing high-level executive and administrative support to the Mortgage Brokers and their applications.
• Requesting all client information, and liaising with the client directly to gather supporting information.
• Conduct needs analysis, serviceability assessments, product assessment, and funding position based on clients’ objectives and situations.
• Researching lender policies.
• Preparing loan comparisons.
• Preparing and packaging all client loan applications and ensuring data entry requirements are accurate and all supporting documentation is as per bank requirements (attention to detail and accuracy is paramount).
• Lender follow-up and status reporting.
• Taking ownership of all compliance-related matters, ensuring all documentation and data is captured in the CRM system.
• Completing loan serviceability, ordering valuations, preparing forms (FHOG forms, Discharge requests, etc) gathering rate quotes, arranging loan doc execution (making appointments on behalf of the Broker to facilitate), and arranging settlements with stakeholders.
• Additional duties may include post settlement after care and reviewing existing client loans to maintain client contact.

• Minimum of 2 years Australian experience supporting a mortgage broker or banking/lending industry is an advantage.
• Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.
• Someone passionate about delivering quality client outcomes.
• Understanding of data privacy, the Australian Best Interest Duty and Responsible Lending and the broker’s obligations under this legislation.
• Accountable and accurate with their work.
• Understanding of the mortgages language and end-to-end loan application process.
• Excellent written and verbal communication skills.
• Ability to work in a cohesive and high-paced environment.
• Well-presented and detail oriented.
• Ability to understand financial (tax) documents, and bank credit policy and assess PAYG applications.
• Great team player with a strong work ethic.
• IT savvy and able to learn software quickly.
• Highly organized and proficient at multi-tasking.

• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events with prizes and recognition for performance
• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga. Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success. Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference. Future-proof your career and pursue your passion with Boomering We want career thrill-seekers who are committed to growth as much as we are.

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