Broker Service Expert - AU Mortgage and Finance

March 22

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1001 - 5000

Description

• Handle, analyse and prepare client loan applications. • Distribute documents such as 'Hello' Pack, Credit Guide, File Invite, and Online Fact Find. • Review client documents and fact-find sessions and manage data entry and credit report requests. • Initiate new loan applications after lead generation or Online Fact Find. • Share the Game Plan with customers for review and e-signature. • Upload supporting documents from the designated folder (Google Drive) and submit via Apply Online (NextGen). • Facilitate application validation and final checks in Apply Online.

Requirements

• Minimum 2 years of work experience in end to end processing and administration of loan with Australian Mortgage Broking. • Experience in using MyCRM, Infinity, AFG Flex, Mercury Nexus, Podium, or other AU mortgage CRM. • Experience in using Project Management Tools such as Monday.com, Asana, Notion, Trello etc). • Nice to Have: • Experience in HubSpot • Certificate IV Financing & Mortgage Brokering

Benefits

• Home-based • Medical, Dental Coverage and Life insurance from day 1 of employment • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion) • Competitive salary package and annual appraisal • Financial Assistance Program • Mandatory Government Benefits and 13th Month Pay • Complimentary Sleeping Quarters, Coffee at no cost • Complimentary Office Fitness and Wellness Facilities at no cost • Regular Company Events, Work Life Balance, and Career growth opportunities • Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA