Loan Application Support Specialist

3 days ago

Angeles City, Central Luzon, Philippines beBeeMortgage Full time $53,750 - $82,875
Job Title:

Mortgage Broker Assistant/Parabroker/Settlement Officer

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Description:

This role is for a dedicated professional to support mortgage brokers in loan application processes, from initial contact through settlement. The ideal candidate will have experience working with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.

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Responsibilities:

  • Support the Mortgage Broker throughout the loan application process.
  • Assist Mortgage Brokers at all stages of the loan process, including first contact and settlement.
  • Provide high-level executive and administrative support to Mortgage Brokers and their applications.
  • Request client information and liaise directly with clients to gather supporting documentation.
  • Conduct needs analysis, serviceability assessments, product assessment, and funding position based on clients' objectives and situations.
  • Research lender policies and prepare loan comparisons.
  • Prepare and package client loan applications, ensuring accurate data entry and supporting documentation.
  • Lender follow-up and status reporting.
  • Owning compliance-related matters, capturing documentation and data in the CRM system.
  • Completing loan serviceability, ordering valuations, preparing forms, gathering rate quotes, arranging loan doc execution, and arranging settlements with stakeholders.
  • Additional duties may include post-settlement aftercare and reviewing existing client loans to maintain client contact.

Qualifications and Skills:

  • Minimum 2 years Australian experience supporting a mortgage broker or banking/lending industry.
  • Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.
  • Data privacy knowledge, understanding of Australian Best Interest Duty and Responsible Lending legislation.
  • Accountable and accurate work practices.
  • Understanding of mortgages language and end-to-end loan application process.
  • Excellent written and verbal communication skills.
  • Able to work in a cohesive and high-paced environment.
  • Well-presented and detail-oriented.
  • Ability to understand financial documents, bank credit policy, and assess PAYG applications.
  • Team player with strong work ethic.
  • IT savvy and able to learn software quickly.
  • Highly organized and proficient at multi-tasking.

Benefits:

  • Genuinely caring Leadership Team.
  • Competitive salary package.
  • Company-provided equipment and internet.
  • HMO available on hire date.
  • Vacation leaves and sick leave provisions.
  • Annual performance reviews.
  • Employee referral incentives.
  • Employee loan facilities.
  • Social clubs and interest workshops.
  • Company events with prizes and recognition.
  • Statutory benefits: maternity, paternity, solo parent leave, retirement benefits, OT, and premium pays.

About the Role:

We are an ISO-certified company providing BPO services. Our mission is to enrich client and staff lives through simple and smart offshoring solutions. We value Service, Transparency, Excellence, and Partnership (STEP Core Values). Providing equal opportunities and a collaborative culture of excellence, we aim to make a difference in our field.

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