Australian Mortgage Broking Admin

15 hours ago

Philippines VA Platinum Full time ₱250,000 - ₱500,000 per year

Do you have Australian end-to-end Loan processing experience?

Used tools like MyCRM, Nexus, Infinyty or FLEX?

Have an interest in becoming a Parabroker or a Credit Analyst in the future?

If you're committed to growing your career in AU Mortgage Broking, we want you

About the role

The Mortgage Broking Admin involves managing client documentation, supporting loan applications by handling credit analysis and related processes, and preparing necessary forms for lenders. You'll be responsible for conducting thorough financial assessments to determine clients' needs and evaluate suitable funding options. Additionally, the role requires maintaining up-to-date client information in the CRM and coordinating with banks, solicitors, and clients to facilitate smooth and timely transactions.

Ideal Candidate (Must Have Experience)

  • Must have completed 2 years in college (any course). Having Cert IV in Finance and Mortgage Broking is a plus
  • With at least 1 year of solid experience supporting an Australian Mortgage Broker or Broking Firm
  • With solid experience using mortgage broking CRMs or software like MyCRM, FLEX, Mercury, Infinyty, SalesTrekker, or ApplyOnline
  • Experience with the end-to-end Mortgage Loan Process
  • Excellent verbal and written communication skills and strong research skills
  • Open to WFH for applicants who meets at least 1 year of AU mortgage broking experience

Tasks and Responsibilities

  • Collecting, preparing, verifying, and maintaining all necessary client work papers and information
  • Assist in the Loans Application Process (Loans processing, credit analysis, parabroking, etc.)
  • Preparation of lender application forms and DA forms
  • Conduct needs analysis, product assessment, and funding position based on the client's situation
  • Manage, review, and update client data in the CRM
  • Liaising with banks, solicitors, and clients as necessary

Industry-leading benefits

  • HMO w/ Dental Coverage + Dependents
  • 2-week paid Holiday Break. Enjoy the season without worrying about your work.
  • Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions.
  • Take advantage of working the dayshift schedule Wake up to the sunrise and wind down as the sun sets.

We have a virtual recruitment process. What you need

  • Stable Internet Connection (at least 10 Mbps)
  • Laptop or PC w/ Webcam

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About VA Platinum

VA Platinum is a leading, fast-growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

Other Career Opportunities

  • General Admin VAs
  • Digital Marketing Specialists
  • AU Accountants/Bookkeepers
  • Financial Planning VAs
  • Mortgage Broking VAs
  • Mortgage Parabrokers (anywhere in the PH)
  • Paraplanners
  • Executive Assistants
  • Operations Manager - Client Facing

Job Types: Full-time, Permanent

Benefits:

  • Company events
  • Health insurance
  • Staff meals provided

Work Location: Remote

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