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:
• A minimum of 12 months experience in the Australian mortgage industry,
preferably in a broker support role.
• Confident spoken and written English.
• Accurate typing/data entry/keyboard skills.
• 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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