mortgage broker AssistantBoomering

Our client is a team of efficient cost-effective professionals specifically trained to provide support in all administrative aspects. They have an extensive experience with commonly used software and are thoroughly conversant with all processes in the mortgage broker business
We are looking for a Mortgage Broker Assistant to work within an Australian Mortgage Broking business.
What we are looking for:
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) lodgement 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 a Brokers obligations 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, 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
Your core duties will include:
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, liaising with the client directly to gather supporting information
Conduct needs analysis, serviceability assessments, product assessment, and funding position based on clients objectives and situation.
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 appointment 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
About Boomering:
Boomering is a successful, equal opportunities BPO based in Clark Freeport Zone, who's modern office facilities offer the latest in technology and backups, together with amazing renumeration and benefits packages.
Our Core Values are the essential key to our success, and our mission is to Enrich Client and Staff Lives Through Simple and Smart Offshoring Solutions. We manage the company using the Entrepreneurial Operating System (EOS) and achieving a good work life balance for everyone.
Tiptopjob

Angeles City, Pampanga
₱30,000-45,000 per month
Permanent
Full-time