outsourced loan admin for au Finance brokerPhilippine Space Agency (PhilSA)

Key Job Functions Data entry * Using Aggregator CRM (Infynity) input loans * Use of data collection systems (Currently Mystro) * Apply online to submit loans to lenders * Assembling compliance paper work i.e. SOCA Guide * CRM based tas Key Job Functions Data entry Using Aggregator CRM (Infynity) input loans Use of data collection systems (Currently Mystro) Apply online to submit loans to lenders Assembling compliance paper work i.e. SOCA Guide CRM based tasks like checking reports and providing settlement letters Ordering of valuations and downloading property reports Deal Assessment Serviceability Funding Tables to determine LVR and security Document Verification Provide lender options to broker Understand Compliance regime as a Mortgage broker Bank Liaison Following up banks for - Application progress Pricing requests Deal escalations Documentation Settlement bookings AD-hoc requests - i.e. discharge, loan amendments etc Client Liaison Interact with clients for Requesting extra information Providing updates Contacting during key dates eg. loan anniversary Email management Key Competencies and experience The ideal candidate for this role would be expected to have the following the attributes - At least 3 years working directly on AUS mortgage broking files Ability to understand AUS payslips, financials, tax returns - to service self-employed clients Familiar with AOL (Apply Online) Familiar with other aggregation platforms (eg Infynity, Sales trekker, Podium, Mercury etc) Ability to critically assess information being submitted to lenders and cognitive understanding of bank responses. They don't need to know the answer, they will just need to be able to identify and escalate to us for our response. Team player and not afraid to get on the phone and speak with us to ask questions to aid understanding or check on file progress. Self motivated Excellent attention to detail Preferred but not essential Accounting background in AUS taxation 5 years plus or extensive experience in processing AUS mortgages Experience with Infynity CRM (Finsure Group) Leadership aspirations - we are growing and would like this candidate to potentially provide leadership guidance to the team as we scale up. Experience in writing commercial or business loans
Monster

Philippines
Contract
Full-time