Australian Mortgage Support Specialist

1 week ago


Barcelona, Philippines beBeeMortgage Full time ₱500,000 - ₱800,000
Job Description

As a Mortgage Broker Assistant, you will play a critical role in supporting our team of professionals. You will deliver unparalleled support and ensure seamless operations.

  • Support the Broker throughout the loan application process.
  • Assist brokers at all stages of the loan process, from initial contact through to settlement.

The ideal candidate will possess extensive experience in mortgage broker processes and proficiency in industry-standard software.

Key Responsibilities
  1. Request client information and liaise directly with clients to gather supporting documentation.
  2. Conduct needs analysis, serviceability assessments, product assessment, and funding position based on clients' objectives and situations.
  3. Research lender policies and prepare loan comparisons.
  4. Prepare and package client loan applications, ensuring accurate data entry and supporting documentation.
  5. Lender follow-up and status reporting.
  6. Taking ownership of compliance-related matters, capturing data in the CRM system.
  7. Completing loan serviceability, ordering valuations, preparing forms, gathering rate quotes, arranging loan doc execution, and arranging settlements with stakeholders.
Qualifications
  • Minimum 2 years Australian experience supporting a mortgage broker or banking/lending industry.
  • Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.
  • Passionate about delivering quality client outcomes.
  • Understanding of data privacy, Australian Best Interest Duty, and Responsible Lending legislation.
  • Accountable and accurate work.
  • Excellent written and verbal communication skills.
  • Able to work in a cohesive and high-paced environment.
  • Well-presented and detail-oriented.
About Our Company

We are an ISO-certified leading BPO company committed to Enriching Client and Staff Lives through Simple and Smart Offshoring Solutions. Our S.T.E.P. Core Values drive our success. We offer equal opportunities and a collaborative culture of excellence, making us a great place to pursue your passion and career goals.



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