Senior Broker Service Specialist - AU Mortgage & Finance

June 28

🇵🇭 Philippines – Remote

💵 P53k - P58k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis

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Description

• Handle, analyze 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 4 years of experience in end-to-end loan processing and administration within the Australian Mortgage Broking industry. • 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. • 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

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