Finance - Broker

2 weeks ago

Manila, National Capital Region, Philippines RemoteHirely Full time ₱300,000 - ₱600,000 per year

Key Responsibilities:

  • Create Proposal Emails (Residential & Commercial): Craft persuasive and professional proposal emails tailored to both residential and commercial finance clients.
  • Complete Residential Servicing Affordability: Accurately complete servicing affordability assessments for residential lenders, ensuring compliance with lender requirements.
  • Loan Aftercare: Manage client aftercare by reviewing equity positions and revaluing properties on loan anniversary dates.
  • Email Management: Maintain smooth communication channels through efficient inbox management and prompt response handling.
  • Interest Rate Pricing: Research and prepare accurate interest rate comparisons and pricing for both new and existing clients.
  • Manage Broker Portals: Oversee and maintain broker portals to ensure streamlined loan submission and tracking processes.
  • Social Media Content Posting: Post engaging, pre-created social media content to strengthen the company's online presence and client engagement.
  • Market Research: Conduct thorough market research to provide insights supporting strategic decisions and business growth.

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