Mortgage Broker Assistant

19 hours ago

Cebu City, Philippines Wingman Outsourcing Full time

We are currently seeking a skilled and experienced Mortgage Broker Assistant (Real Estate) with a strong background in the Australian mortgage broking landscape. The ideal candidate will possess a deep understanding of pay slips, financial documentation, PAYG concepts, CRM systems, and lender processes. This role offers a dynamic opportunity for an individual who excels in client relations, financial analysis, and navigating the intricacies of the mortgage industry.

Key Responsibilities:
• Mortgage Consultation: Conduct thorough consultations with clients to understand their financial goals, assess their mortgage needs, and provide tailored solutions.
• Financial Documentation Analysis: Demonstrate proficiency in analyzing pay slips and financial documents to assess client eligibility for various mortgage products.
• PAYG Understanding: Utilize a comprehensive understanding of PAYG (Pay As You Go) principles to guide clients through the financial aspects of mortgage applications.
• CRM Utilization: Effectively utilize Customer Relationship Management (CRM) systems to manage client interactions, track progress, and ensure timely follow-ups.
• Lender Process Management: Navigate and manage the end-to-end processes with various lenders, ensuring seamless communication and adherence to industry regulations.
• Market Research: Stay updated on market trends, interest rates, and regulatory changes to provide clients with accurate and informed advice.
• Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and ensuring a positive experience throughout the mortgage process.

Qualifications:
• Minimum of 2 years of experience as a Mortgage Broker within the Australian mortgage broking landscape.
• In-depth knowledge of pay slips, financial documents, PAYG concepts, CRM systems, and lender processes.
• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational skills.
• Ability to multitask and prioritize tasks effectively.
• Australian experience is a plus.
• Proven track record of successful mortgage negotiations and client satisfaction.
• Familiarity with current industry regulations and compliance standards.
• Reliable internet connection and home office setup.

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