Broker Assistant

7 days ago

Taguig, National Capital Region, Philippines Satellite Office Full time ₱40,000 - ₱60,000 per year

Key Job Functions

Data entry

  • Using Aggregator CRM (Infynity) input loans

  • Use of data collection systems (Currently Mystro)

  • Apply online to submit loans to lenders

  • Assembling compliance paper work i.e. SOCA Guide

  • CRM based tasks like checking reports and providing settlement letters

  • Ordering of valuations and downloading property reports

Deal Assessment

  • Serviceability

  • Funding Tables to determine LVR and security

  • Document Verification

  • Provide lender options to broker

  • Understand Compliance regime as a Mortgage broker

Bank Liaison

Following up banks for -

  • Application progress

  • Pricing requests

  • Deal escalations

  • Documentation

  • Settlement bookings

AD-hoc requests - i.e. discharge, loan amendments, etc.

Key Competencies and experience

The ideal candidate for this role would be expected to have the following the attributes -

Mandatory

  • At least 3 years working directly on AUS mortgage broking files

  • Ability to understand AUS pay-slips, financials, tax returns to service self-employed clients

  • Familiar with AOL (Apply Online)

  • Familiar with other aggregation platforms (e.g. Infynity, Sales trekker, Podium, Mercury, etc.)

  • Ability to critically assess information being submitted to lenders and cognitive

  • need to be able to identify and escalate to us for our response.

  • Team player and not afraid to get on the phone and speak with us to ask questions to aid understanding or check on file progress.

  • Self-motivated

  • Excellent attention to detail

Preferred but not essential

  • Accounting background in AUS taxation

  • 5 years plus or extensive experience in processing AUS mortgages

  • Experience with Infynity CRM (Finsure Group)

  • Leadership aspirations we are growing and would like this candidate to potentially provide leadership guidance to the team as we scale up.

  • Experience in writing commercial or business loans

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