Broker Service Expert - AU Mortgage & Finance Broking
June 28
🇵🇭 Philippines – Remote
💵 P33k - P38k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
Description
• Data entry to MyCRM and Apply Online (AOL) • Generation of application paperwork, including those for the First Home Buyer scheme, grant applications, and discharge forms • Document Compliance checks (ensuring NCCP requirements are met) • Valuation, pricing request, credit checks • Living Expenses analysis
Requirements
• Bachelor's Degree • 2+ years of experience in the mortgage industry specializing in AU loan processing • Experience in using MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker or other CRM Software in the mortgage broking industry • Has a good understanding of IT concepts and technologies • Exceptional customer service skills and a friendly, professional demeanor • Experience in Project Management Tools (Monday.com, Trello, Asana, Clickup, Notion etc) • Must be well-organized and capable of managing and resolving conflicting priorities and schedules • Responsible and willing to take necessary actions and decisions to meet objectives • Has the capability to address a problem using a logical, systematic and sequential method
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
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