Broker Support Officer

2 weeks ago

Taguig, National Capital Region, Philippines MA Financial Group Full time ₱800,000 - ₱1,200,000 per year

Job Location: BGC, Taguig
Work Setup: Hybrid (4 days onsite, 1 day work from home)

Summary:

The purpose of this role is to support the broker on boarding stages when the mortgage broker is joining the business the role also requires ongoing support and assistance to our mortgage brokers, internal and external stakeholders.

Detailed Description:

  • First line of support for our brokers, providing friendly and effective customerservice

  • Completing administrative duties with accuracy

  • Assist with monthly reviews on Accreditations that are pending or are at training with broker and ensure that there is a manageable number of 'At Bank Accreditations' with regular follow up

  • Maintain all broker contact information, lender codes, and broker business information in CRM

  • Responding to queries via Freshdesk, email or phone in a timely manner

  • Communicate and manage relationships with internal and external business units on business and broker related queries

  • Processing broker business restructures & broker termination

  • Processing new and existing broker contract agreements and their accreditations with Lenders

  • Quality assurance monthly review

  • Broker Accreditations and general administration activity

  • Broker Onboarding assistance and delegation of work where this is required

  • Setting up and completion of Broker Application form

  • Conduct and assist with annual lender attestation

  • Address membership certificate updates and assist with internal annual membership renewal processes

  • Assisting with ad hoc office related projects and initiatives where this is required

  • You will also be required to undertake other tasks as reasonably requested by Management

Required Skills, Knowledge and Experience:

  • Strong interpersonal skills – both verbal and written

  • Able to work effectively and efficiently towards goals in a complex/diverse environment with multiple and changing demands

  • High level of organizational skills

  • Experience with service delivery, support and assistance in a contact center environment particularly from a technical perspective

  • Previous experience in Administration and/or from a CRM technical capacity

  • Previous exposure to the Financial or Banking Industry with a strong understanding of all third-party lending channels

  • Proven track record in building relationships with both internal and external stakeholder

  • Working knowledge of regulatory and operational risk requirements affecting the Financial Services Industry

  • Thorough knowledge if industry compliance requirements

  • Experience in a similar role within the financial services industry, particularly in Mortgage Broking and/or an Aggregation capacity

  • A positive can-do attitude, you work in a proactive manner and you have immense passion towards providing an incredible service offering

  • Strong computer literacy and ability to learn new internal systems in a timely efficient manner

  • Genuinely motivated and willing to contribute towards the growth and success of our organization and culture

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