Broker Onboarding Specialist

6 days ago

Taguig, National Capital Region, Philippines MA Financial Group Full time $40,000 - $80,000 per year

Position Summary:Provides essential support to brokers by managing inquiries, tracking loan application pipelines, and coordinating broker accreditations to ensure seamless experience. This role requires strong communication skills, attention to detail, and the ability to work collaboratively across teams to maintain accurate records and timely follow-ups. The ideal candidate holds relevant experience in financial services or customer support, demonstrates proficiency in administrative systems, and thrives in a fast-paced, client-focused environment.

Responsibilities:

Broker Phone Support

  • Act as the first point of contact for broker phone enquiries
  • Assist with general scenario questions, loan progress updates, and issue resolution
  • Provide prompt and clear communication to ensure a positive broker experience

Pipeline Management

  • Monitor and track the status of new and existing loan applications
  • Ensure accurate, up-to-date data is maintained for internal reporting and conversion analysis
  • Follow up with brokers or internal stakeholders to support timely application progression

Brokers Accreditations

  • Manage the broker onboarding process, including collecting documentation and guiding brokers through MA Money's accreditation requirements
  • Liaise with the Distribution team to ensure accreditations are processed efficiently
  • Maintain accurate records of broker statuses and communication

Qualifications:

  • A passion for teamwork and collaboration
  • A willingness to challenge the status quo
  • To thrive and grow in a fast-paced Agile environment
  • Have a 'whatever it takes to get the job done right' attitude
  • You have a minimum of 3-5 years of experience in the financial services / non-bank lending industry
  • Experience managing stakeholders with multiple tasks & deadlines
  • Professional, organised, able to work autonomously
  • Be driven and self-motivated to exceed targets and strive for excellence.
  • You have a high degree of competency in using computer, origination and credit systems and web applications.
  • You have excellent written, oral and interpersonal communication skills.
  • Attention to detail with excellent customer service knowledge.

  • Broker Support Officer

    3 weeks ago

    Taguig, National Capital Region, Philippines MA Financial Group Full time

    Position Summary:The Sales Support Officer provides essential support to brokers by managing inquiries, tracking loan application pipelines, and coordinating broker accreditations to ensure seamless experience. This role requires strong communication skills, attention to detail, and the ability to work collaboratively across teams to maintain accurate...

  • Onboarding Specialist

    6 days ago

    Taguig, National Capital Region, Philippines Satellite Office Full time $60,000 - $80,000 per year

    POSITION PURPOSE As an Onboarding Specialist, you will be instrumental in facilitating our clients' seamless onboarding journey. Your meticulous adherence to compliance and unwavering commitment to exceptional service will strengthen our esteemed market position, defining a new level of excellence in client onboarding. Your role goes beyond mere...

  • Broker Support Officer

    6 days ago

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

    Job Location: BGC, TaguigWork 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...

  • Onboarding Specialist

    12 hours ago

    Taguig, National Capital Region, Philippines Asticom Technology Inc. Full time

    Recruitment Specialist at Asticom Technology Inc.Key Responsibilities:Handles the end to end process of pre-boarding of new hires.Knowledge mastery and filing of pre-employment requirements checklist up to deployment on their first day.Coordinates and assists new hire employees.Responsible for discussion, collection, follow up, checking, compliance...

  • Onboarding Specialist

    2 days ago

    Taguig, National Capital Region, Philippines Asticom Technology Inc Full time $104,000 - $130,878 per year

    Qualifications:• A bachelor's or associate's degree in human resources management or a related field.• Experience as an onboarding specialist or in a similar HR role.• The ability to work with sensitive and confidential information.• Excellent verbal and written communication skills.• Strong teamwork skills.• Good organizational and time...

  • Onboarding Specialist

    1 day ago

    Taguig, National Capital Region, Philippines Asticom Technology Inc. Full time ₱20,000 - ₱28,000 per year

    Key Responsibilities:• Handles the end to end process of pre-boarding of new hires.• Knowledge mastery and filing of pre-employment requirements checklist up to deployment on their first day.• Coordinates and assists new hire employees.• Responsible for discussion, collection, follow up, checking, compliance monitoring and records keeping of all pre...

  • Senior Onboarding Specialist

    3 days ago

    Taguig, National Capital Region, Philippines ATOS Information Technology Inc. Full time $70,000 - $120,000 per year

    Job Summary:The Senior Onboarding Specialist is responsible for ensuring a seamless and engaging onboarding experience for new hires. This role manages the end-to-end onboarding process, coordinates with cross-functional teams, and drives continuous improvement initiatives to enhance employee integration and retention. The ideal candidate has strong project...

  • Broker Support Team Lead

    6 days ago

    Taguig, National Capital Region, Philippines MA Financial Group Full time A$90,000 - A$120,000 per year

    Job Title: Team Lead – Business CentreLocation: Manila, BGC (Hybrid: 4 days in the office, 1 day work from home)About the Role (Summary)We are seeking a dynamic and experienced Team Lead to oversee a team of mortgage loan processors and mortgage broker assistants specialising in Australian and New Zealand markets. This role is in the frontline of...

  • Onboarding and Training Specialist

    4 days ago

    Taguig, National Capital Region, Philippines Arbcentrix Corporation Full time $104,000 - $130,878 per year

    Work Arrangement: OnsiteLocation: TaguigShift Schedule: NightshiftWe're looking for an enthusiastic and detail-oriented Onboarding Specialist to join our team and ensure every new hire experiences a smooth and engaging onboarding process.Job Responsibilities:Background Screening: Review and process background checks for approval, ensuring compliance with...

  • Onboarding Coordinator

    9 hours ago

    Taguig, National Capital Region, Philippines beBeeOnboarding Full time ₱20,000 - ₱28,000

    Job OpportunityWe are seeking an accomplished Onboarding Coordinator to spearhead the smooth integration of new hires into our organization.Key Responsibilities:Pre-Boarding Process: Oversee the end-to-end pre-boarding process for new employees, ensuring seamless transitions and effective onboarding experiences.Maintenance and Compliance: Maintain accurate...