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Mortgage Broker Assistant
5 months ago
Position Title: Mortgage Broker Assistant
Work Set-up: Work Onsite/Work from Office
Schedule: 7:30 am - 4:00 pm / 8:30 am - 5:00 pm
Salary: Php 30,000.00 – Php 45,000.00
Join our client's extraordinary team of highly skilled professionals, where expertise meets efficiency in the realm of administrative support. With a wealth of experience in mortgage broker processes and proficiency in industry-standard software, they are dedicated to delivering unparalleled support, ensuring seamless operations and success in every endeavor. Take the next step in your career journey with us and become an integral part of a dynamic company committed to excellence.
JOB DESCRIPTION FOR A MORTGAGE BROKER ASSISTANT
Your Responsibilities as a Mortgage Broker Assistant:
• Supporting the Broker throughout the loan application.
• Assisting the brokers at all stages of the loan process, from first contact through to settlement.
• Providing high-level executive and administrative support to the Mortgage Brokers and their applications.
• Requesting all client information, and liaising with the client directly to gather supporting information.
• Conduct needs analysis, serviceability assessments, product assessment, and funding position based on clients’ objectives and situations.
• Researching lender policies.
• Preparing loan comparisons.
• Preparing and packaging all client loan applications and ensuring data entry requirements are accurate and all supporting documentation is as per bank requirements (attention to detail and accuracy is paramount).
• Lender follow-up and status reporting.
• Taking ownership of all compliance-related matters, ensuring all documentation and data is captured in the CRM system.
• Completing loan serviceability, ordering valuations, preparing forms (FHOG forms, Discharge requests, etc) gathering rate quotes, arranging loan doc execution (making appointments on behalf of the Broker to facilitate), and arranging settlements with stakeholders.
• Additional duties may include:
• Post settlement after care.
• Reviewing existing client loans and ensuring the business stays close to all clients.
Qualifications as a Mortgage Broker Assistant:
• Minimum of 2 years Australian experience supporting a mortgage broker or banking/lending industry is an advantage.
• Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.
• Someone passionate about delivering quality client outcomes.
• Someone who understands data privacy, as well as the Australian Best Interest Duty and Responsible Lending and a Brokers obligations under this legislation.
• Someone accountable and accurate with their work.
• Understands the 'language' of mortgages and has a good understanding of the end-to-end loan application process.
• Excellent communication skills both written and verbal.
• Ability to work in a cohesive and high-paced environment.
• Well-presented and detail orientated.
• Ability to understand financial (tax) documents, and bank credit policy & assess PAYG applications.
• Great team player with a strong work ethic.
• IT savvy and ability to pick up software easily.
• Highly organized & proficient at multi-tasking.
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:
Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
