About the role
Position Title: Mortgage Broker Assistant
Work Set-up: Work from Home / Work Onsite / Hybrid
Work Schedule: Monday – Friday, 7:00 AM – 4:00 PM PH Time
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
Responsibilities as a Mortgage Broker Assistant:
Supporting the Broker throughout the loan application.
Assisting the broker 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, liaising with the client directly to gather supporting information.
Conduct needs analysis, serviceability assessments, product assessment, and funding position based on client's objectives and situations.
Complete work out funding for property purchases and property funding.
Researching lender policies and 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 follows 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 an appointment on behalf of the Broker to facilitate), and arranging settlements with stakeholders.
Additional duties may include:
Post settlement aftercare.
Reviewing existing client loans and ensuring the business stays close to all clients.
ADHOC tasks advised by the broker.
Qualifications as a Mortgage Broker Assistant:
Minimum 2 to 3 years' experience as a Mortgage Broker Assistant supporting Australian Clients; assisting Mortgage Brokers is an advantage.
Experience in the following is preferred, but any broker Aggregator CRM can be considered:
Salestrekker – 1 year
ApplyOnline/Simpology/Lodgment Systems – 1 year
MyCRM & Broker Engine – 1 year
Experience with residential lending in Family Trust.
Someone who is 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 obligation under this legislation.
Someone who is 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, detail orientated, highly organized & proficient at multi-tasking.
Ability to understand financial (tax) documents (self-employed), bank credit policy & assess PAYG applications.
Great team player with a strong work ethic.
IT savvy and ability to pick up software easily.
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
Free pre-employment Medical Assessment (T&C apply)
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 Inc.:
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 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:
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Originally posted on Himalayas