
Broker Support Officer
2 days ago
Broker Support Officer
Australian Mortgage Broking Firm
Summary:
This role involves proactively supporting our client's Brokers, helping to ensure that applications are submitted and processed efficiently, and that customers are provided with a first-class service experience. Success in this position requires good attention to detail, confident communication skills, and a strong customer service mindset.
Responsibilities:
Application Support:
- Complete data entry of applications and customer information.
- Check mortgage applications and paperwork for accuracy and completeness.
- Assist with verifying details such as income, employment history, identification, and supporting documents.
- Help with ensuring that applications meet eligibility and compliance requirements before submitting to lenders.
- Organise property valuations using the CoreLogic platform.
Communication:
- Liaise with loan officers, applicants, and third-party vendors to gather information and resolve discrepancies.
- Provide clear and timely updates on application status and credit assessment to all relevant parties.
Documentation Management:
- Organize and manage all required documents for mortgage applications.
Customer Sales and Service:
- Handle phone calls and emails with utmost professionalism and efficiency.
- Build trust and customer satisfaction by providing a first-class service experience.
- Support customers through the application process and document requirements.
- Ensure Lender pricing requests are handled efficiently.
- Respond promptly to enquiries from both internal and external stakeholders.
- Proactively support internal mortgage brokers and other team members.
Qualifications and Experience:
- Confident spoken and written English.
- Accurate typing/data entry/keyboard skills.
- Experience or knowledge of Australian mortgage industry a big advantage.
- Good MS Office skills, especially Outlook and Excel.
- Positive mindset and "can-do" approach.
Preferred:
- Experience in Australian banking/financial services.
- Experience using CRM platforms, especially Infynity.
- Knowledge of property platforms, especially CoreLogic.
- An understanding of pricing requests and mortgage lender policies.
We're offering:
- Competitive salary (based on skills and experience).
- Attractive allowances and benefits.
- Bonus structure tied to loan settlements.
- A supportive and friendly work environment.
- Australian schedule (morning/day shift).
- Full time onsite role based in Robinsons Equitable Tower, Ortigas Center.
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