Mortgage Broker Admin Support

[POOLING] Mortgage Broker Admin Support

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 the Australia's #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice and confidence in one of life's biggest financial decisions. Building on this market-leading foundation, Lendi Group's vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group's loan book is more than $100b and it was named Australia's Aggregator of the Year for 2024.

Job Description

• 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 our records with meticulous attention to detail and precision.
• Document Management: Managing crucial loan documents is foundational to our operations. You'll organize, scan, file, and retrieve these documents in strict 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: Help keep things running smoothly by assisting Australian Brokers and stakeholders with tasks like scheduling appointments, coordinating meetings, and preparing reports. You'll also provide general administrative support, including keeping an eye on emails for important actions and keeping everyone updated on application statuses. Assist the brokers with valuation, pricing, and rate reviews.
• Ad hoc tasks: May involve occasional monitoring and management of social media accounts, with the flexibility to respond to queries from clients and stakeholders as needed, to support a cohesive working environment. Additionally, it encompasses other ad hoc tasks as assigned.

Qualifications

• Minimum of 1 year work experience in Australian Admin, Real Estate Virtual Assistant, or similar roles, required to have a financial service or mortgage industry background.
• Demonstrated effective communication skills, both written and verbal, for engaging with borrowers, stakeholders, and external partners.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook) is essential for handling documentation and correspondence effectively.
• Highly organized with excellent time management abilities to efficiently handle tasks and responsibilities.
• Strong ability to multitask and prioritize tasks effectively, ensuring deadlines are met and objectives are achieved.
• Capable of working independently as well as collaboratively within a team, fostering a cooperative and productive work environment.
• Candidates who have previous experience working with Australian clients are highly preferred.

Additional Information

• Flex-first (Work from home) but must be willing to work onsite as needed or once a week.
• Health Insurance (HMO) for you & 1 free dependent.
• Health & well-being programs.
• Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs).
• Competitive commissions/incentives.
• Extra allowances will be given for WFH set-up such as internet subsidy.
• Life insurance effective on Day 1.
• Access to training and opportunities for career progression/promotion.
• Fun & exciting monthly social clubs - at the moment done virtually.
• Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig.

How To Flexi-first

• You must have a stable fixed internet connection (minimum 25mbps).
• An ample working space with office table and chair is also required.
• Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative

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