Broker Service Specialist (AU Mortgage & Finance, Home-based) - Cebu

June 28

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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 management (collecting, renaming, organising, following up) • Document Compliance checks (ensuring NCCP requirements are met) • Valuations, pricing requests, credit checks • Living expense analysis • Calculate basic income for PAYG applicants • Complete basic servicing calculators • Transcribe compliance notes from dot points to paragraph form • Work on complex loan structures and loan types (multiple applicants, SMSF, trust lending, etc) • Assist in mitigating MIRs and Conditional Approval

Requirements

• Bachelor's Degree • 2-4 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) • 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