Join Remote Broker Solutions: Exciting Career Opportunities Await!
True Work-Life Balance:
We believe in balancing work and leisure.Enjoy your time both at work and outside.
15 Days Annual Leave & 5 Days Sick Leave
Take time off to explore and come back with stories to share.
Stress-free Working Environment:
Consider our office your second home.
Training & Development:
Continuous growth opportunities.
HMO on Your First Day:
Immediate health benefits.
Two Parties Per Year:
Celebrate with your colleagues and have fun at our annual events.
Current Job Openings
Position Title: Mortgage Broker Assistant – Customer Service
Work Set-up: Work from Office
Schedule: Monday to Friday, 7:00 am to 4:00 pm
Salary: May vary depending on experience
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 endeavour. 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 – CUSTOMER SERVICE
Your Responsibilities as Mortgage Broker Assistant – Customer Service would be:
- Support broker by focusing on nurturing relationships and post-settlement customer care.
- Provide dedicated customer support services.
- Database and Marketing management.
- Gather current loan and property data.
- Prepare annual review reports.
- Process pricing requests.
- Monitor pre-approval applications.
- Track loans from approval to settlement.
- Post settlement aftercare email to clients every 3, 6, and 12 months (as required).
- Providing administrative support to the Mortgage Broker and their applications as required.
Qualifications as Mortgage Broker Assistant – Customer Service:
- Someone with 2- 3 years of BPO experience. Preferably with experience in sales or processing roles.
- Australian experience supporting a mortgage broker or banking/lending industry is an advantage.
- Experience with any CRM is preferred but not required.
- Passionate about delivering quality client outcomes, who is also accountable and accurate with their work.
- Excellent written and verbal communication skills and a good understanding of mathematics.
- Ability to work in a cohesive and high-paced environment.
- Well-presented, detail orientated & proficient at multi-tasking.
- Great team player with a strong work ethic.
- Hands-on experience with Office 365 management systems, CRM Online office-related software.
Familiarity with online calendars and/or cloud systems and social media management
Job Information
Industry
Finance
Salary
May vary depending on experience
City
Angeles City
State/Province
Pampanga
Country
Philippines
Zip/Postal Code
2009
Position Title: Mortgage Broker Assistant
Work Set-up: Work Onsite/Work from Office
Schedule: 7:00 am – 4:00 pm
Salary: May vary depending on experience
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 endeavour. 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.
- Preferably with experience in conducting needs analysis, serviceability assessments, product assessment, funding position based on clients’ objectives and situations, 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 follow-up and status reporting.
- Taking ownership of all compliance-related matters, ensuring all documentation and data are 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 aftercare.
- 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 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 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 organised & proficient at multi-tasking.
Job Information
Industry
Finance
Work Experience
1-3 years
Salary
May vary depending on experience
City
Angeles City
State/Province
Pampanga
Country
Philippines
Zip/Postal Code
2009
Position Title: Para Broker with any Broker Aggregator CRM Experience
Work Set-up: Work Onsite/Work from Office
Schedule: 7:00 am – 4:00 pm
Salary: May vary depending on experience
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 endeavour. 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 Para Broker:
- 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
- Experience in conducting needs analysis, serviceability assessments, product assessment, funding position based on client’s objectives and situations, researching lender policies, and preparing loan comparisons is a must.
- 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 are 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
QUALIFICATIONS AS A PARA BROKER:
- Minimum of 4 years of Australian mortgage experience supporting a mortgage broker is an advantage.
- Experience with any broker Aggregator CRM and Applyonline/Sympology preferred.
- 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 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 and detail orientated
- 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
- Highly organized & proficient at multi-tasking
- With Certificate IV in Finance and Mortgage Broking
Job Information
Industry
Finance
Work Experience
1-3 years
Salary
May vary depending on experience
City
Angeles City
State/Province
Pampanga
Country
Philippines
Zip/Postal Code
2009
Position Title: Virtual Assistant
Work Set-up: Work From Home/Work Onsite
Schedule: Monday – Friday, 7:00 AM – 4:00 PM PH Time
Salary: May vary depending on experience
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 endeavour. 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 VIRTUAL ASSISTANT
Your Responsibilities as a Virtual Assistant:
- Assist on administrative tasks related to financial planning.
- Prepare, review, and organise financial documents, reports, and presentations.
- Assist with client communication, scheduling appointments, and managing inquiries.
- Maintain and update client information in financial planning software and databases.
- Conduct research on financial planning topics, market trends, and investment options as needed.
- Coordinate with other team members to ensure smooth operations and timely completion of tasks.
- Prioritize and manage multiple tasks effectively, ensuring deadlines are met.
QUALIFICATIONS AS A VIRTUAL ASSISTANT:
- At least 3 years of experience as a Virtual Assistant.
- Experience assisting in the Financial Planning industry is an advantage.
- High level of accuracy and attention to detail.
- Proficient in using virtual communication tools, financial planning software, and Microsoft Office Suite.
- Strong problem-solving skills and the ability to work independently.
- Maintain confidentiality of sensitive financial information.
- Ability to adapt to changing priorities and manage multiple tasks simultaneously.
Job Information
Industry
Finance
Work Experience
1-3 years
Salary
May vary depending on experience
City
Angeles City
State/Province
Pampanga
Country
Philippines
Zip/Postal Code
2009
Are you ready to give your career a boost?
Apply now and be part of our awesome company!
